Dashboards & Reporting

AThiombiano
Member

Profit dashboard

SOLVE

Hi 

I have a question and hope you could help me. 

First of all, I am new to Hubspot. the problem is I have a hard time finding our total profit. 

We are a B2B marketplace so our revenue is our transaction value and whenever we make a quote we mention the cost and the selling price. So we clearly see the profit on each quote but we cannot find a dashboard that helps us see the total profit. 

Thank you for helping.

 

Regards, 

1 Accepted solution
StjepanGrcic
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Profit dashboard

SOLVE

@AThiombiano 

 

This is not possible at this moment but I invite you to upvote and comment this idea in Ideas Forum regarding this. 

 

HubSpot offers margin field/calculation in line item objects (products associated with a deal). You can read more about it here.

 

You can always create custom made properties to facilitate your reporting.  

 

Cheers,

 

Stjepan

View solution in original post

2 Replies 2
StjepanGrcic
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Profit dashboard

SOLVE

@AThiombiano 

 

This is not possible at this moment but I invite you to upvote and comment this idea in Ideas Forum regarding this. 

 

HubSpot offers margin field/calculation in line item objects (products associated with a deal). You can read more about it here.

 

You can always create custom made properties to facilitate your reporting.  

 

Cheers,

 

Stjepan

AThiombiano
Member

Profit dashboard

SOLVE

Hi @StjepanGrcic thank you so much for your answer. 

0 Upvotes