I’m working in a Sales envirornment where the Sales Team quotes Deals on hourly rate for specific service project and Operations will manage the Project needing to track pay rates of the service provided. I want to track the Gross Profit between the assoicated Deal billed and the Project’s pay rate.
What’s the best way to set this up? I’m at a loss since we quote deals on a custom basis due to the nature of the project scope.
Great question! Tracking Gross Profit between deal billing and project pay rates is totally doable in HubSpot with the right setup.
Tagging some of our Champions who may have hands-on experience with this setup 
@JenBergren @Alex_Elborn and @GeorgeBThomas
Have you tackled a similar Gross Profit tracking workflow in HubSpot? Would love to hear your approach! 
Cassie, Community Manager
One approach is to treat the Deal and the Project as linked but separate records. On the Deal side, store the billable rate, estimated hours, and expected revenue. On the Project side, track the actual labor cost (pay rate × hours worked) and any additional project expenses.
Then create a calculated Gross Profit metric:
Gross Profit = Revenue from Deal − Total Project Costs
If every project is quoted differently, I’d recommend using custom fields for billable rate, pay rate, estimated hours, and actual hours. This gives you flexibility while still allowing reporting across all projects.
The key is maintaining a clear relationship between the Deal and the associated Project so you can compare quoted revenue against actual delivery costs. Once that link exists, you can build reports showing Gross Profit $, Gross Margin %, estimated vs. actual profitability, and even profitability by service type or salesperson.
How are you currently managing the projects (CRM, PSA, spreadsheets, etc.)? The best setup can vary quite a bit depending on the platform.