Dashboards & Reporting

ILM
Mitglied

Gross Margin Reporting

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?
3 Antworten
YHandwerg
Teilnehmer/-in

Gross Margin Reporting

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.

 

0 Upvotes
SLane3
Mitglied

Gross Margin Reporting

I am looking for exactly the same thing but have not found a solution

 

0 Upvotes
jennysowyrda
Community-Manager/-in
Community-Manager/-in

Gross Margin Reporting

Hi @ILM,


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: 

1. Report on revenue

2. Sales reporting

 

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? 

 

Thank you,
Jenny

0 Upvotes