I am currently trialing HubSpot and considering a move away from HarmonyPSA but cannot find a way to report on Gross Margin. Revenue is much less important to us because if there is no margin we are in business for nothing. Can someone please explain how I can create a report or field in pipeline that shows the GM position of a deal?
I find it hard to believe that I can't report on margin. This is one of the most important reports in terms of seeing how well our business is perfomimg.
Firstly, I would like to apologize for the delay in responding to your inquiry.
I did want to share this idea which requests more streamline gross margin reporting option within HubSpot, and also discusses some workaround for the time being.
I also wanted to share the current revenue reports that HubSpot has:
I also wanted to tag in some subject matter experts to get their thoughts on this matter. @ajchapman20, @Nynke_HM, @MatthewShepherd do you have any tips for @ILM regarding gross margin reporting?