Calculate Margin %

[Edyta7510]

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!

[Edyta7510]

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

All calculations are done at the deal level. 

[himanshurauthan]

That's great thank you for sharing! 🙂

[kvonloesecke]

Thanks for sharing this update with us, @Edyta7510!

[TiphaineCuisset]

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

[himanshurauthan · Accepted solution]

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,

[Edyta7510]

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... 

[himanshurauthan]

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