Need a calculation option to calculate total costs on a job, i.e.
2 x 5.00 - total cost column £10.00 (not to view on quote but for us to see) this controlled by template obviously. then at the end a total cost, ideally breakdown of equipment and labour set by product ID or indication of somehow splits equipmment, materials and labour then we can see our total costs for labour/equipment and materials separatley to generate our split on costs and then have the %GP by line and by total on a quote too
For now Im viewing in deals and seeing a view there but still manually putting on deal not populating auto.
Just by being able to do a simple calculation - Unit cost x qty = total cost of product 1
Unit cost x qty = total cost of product 2
Total product cost (product 1 cost + product 2 cost) is £total cost of products (equipment)
This would just make our life so much easier as previous to HubSpot we had a spreadsheet template that gave us all this info as our COG cost of Goods sheet
Now, getting our projects to buy in to the new system is much harder when they can’t clearly see these figures in front of them - makes my job harder as a HubSpot lover to give them what they want when HubSpot does so much, but the little things it doesn’t.
Hubspot Line Items include “Unit Price” and “Unit Cost” out of the box. This allows Hubspot to show margin for each Line Item.
HubSpot Deals have standard fields called “Annual contract value” and “Total contract value”. These fields are excellent for reporting the total of all line items in a Deal both annually and for the the full contract term.
However, there are not standard fields for “Annual contract cost”, “Total contract cost”, “Annual contract margin”, or “Total contract margin”.
If an item costs $5 to purchase, and is sold for $7, currently we can only report on the $7, not the $5 cost nor the $2 margin.
I’m actually running into something very similar, just from a slightly different angle. I’m on the new CPQ version of the quotes but clearly it’s something that needs to be sorted asap because it’s very frustraiting.
In my case, I’m trying to show a calculated value on the quote itself, something like:
Unit Cost × Discount % = Discounted Unit Value
HubSpot already gives us the pieces (Unit Cost, Unit Price, Discount %, Unit Discount, Net Price), but the issue is:
we can’t create new calculated line‑item fields in CPQ. So even though the data is all there, CPQ won’t let us build a formula and display it as an extra column.
SO Frustraiting!