Autocalculate margin & gross margin

If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of any sales director and should be easy for Hubspot to implement. We currently use 2 custom made free-text properties to facilitate our reporting, it just seems a clunky and time consuming way of doing things.

HubSpot updates
3 Replies
AddintelWoody
New Contributor

Completely agree.

 

How did you do the custom made free-text properties? 

 

I'm just trying to set deals up with variable changable margins and am struggling a bit.

 

Thanks in advance

 

Woody

CBriand
New Contributor

I totally agree. The amount itself doesn't mean much & involves manual treatment for us. We really need to know the overall margin rate per deal.

soumyadip
Occasional Contributor

Absolutely. It is really important to have the margin (Sales price- buy price) field in reporting for companies, who are working as a dealers or partners of another vendor. Else, it doesn't serve the purpose of tracking sales through hubspot.