CRM

Edyta7510
Contributeur de premier rang

Calculate Margin %

SOLVE

Hi All, 

I need to be able to visualize Margin% = Total contract value margin/ Total contract value 

HubSpot doesn't have this native property, from what I see it's impossible to create calculated product properties, and at a deal level I cannot use product property in this calculation. 

 

Any way to solve this? 

Many thanks!

 

1 Accepted solution
himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Calculate Margin %

SOLVE

Hello @Edyta7510,

 

I am afraid to say that currently, there is no straightforward workaround to do this. The reason is calculation property is not currently available for the product.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology

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7 Replies 7
Edyta7510
Contributeur de premier rang

Calculate Margin %

SOLVE

Hi @himanshurauthan I found a workaround to execute what I wanted using zapier. 

All calculations are done at the deal level. 

himanshurauthan
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Calculate Margin %

SOLVE

That's great thank you for sharing! 🙂

Digital Marketing & Inbound Expert In Growth Hacking Technology
kvonloesecke
Community Manager
Community Manager

Calculate Margin %

SOLVE

Thanks for sharing this update with us, @Edyta7510!


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0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Calculate Margin %

SOLVE

Hi @Edyta7510 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @himanshurauthan @LaurenKennedy @HubDoPete do you have any advice for @Edyta7510 on this?

 

Thank you!

Best

Tiphaine


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himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Calculate Margin %

SOLVE

Hello @Edyta7510,

 

I am afraid to say that currently, there is no straightforward workaround to do this. The reason is calculation property is not currently available for the product.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology
Edyta7510
Contributeur de premier rang

Calculate Margin %

SOLVE

Hi @himanshurauthan Many thanks for your input. This is what I thought was the case indeed. Would you know also why for deals in currencies other than the default company currency, the margin value from the line item doesn't get converted? It's only the revenue that gets converted (amount => amount in company currency), but margin stays in the original currency... 

0 Upvotes
himanshurauthan
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Calculate Margin %

SOLVE

Unfortunately @Edyta7510, this is a default functionality that cannot be changed.

Digital Marketing & Inbound Expert In Growth Hacking Technology
0 Upvotes