Line Item Total Cost, Overall Total Cost, and overall profit margin
Hi, In deals and especially during the quote creation step: Review Line Items, I hope there will be a feature to add a column(quote creation step) and section (deals) where we can see the total cost of each line item x its quantity. Then in the summary, we should have an overall total cost of line items and overall profit margin.
The cost and margin, of course, will not appear in the quote but for the sake of our sales rep understanding the costs and margin of their quotes and our sales report, I think it is a very useful UX.
To add additional context, Hubspot Line Items include "Unit Price" and "Unit Cost" out of the box. This allows Hubspot to show margin for each Line Item.
HubSpot Deals have standard fields called "Annual contract value" and "Total contract value". These fields are excellent for reporting the total of all line items in a Deal both annually and for the the full contract term.
However, there are not standard fields for "Annual contract cost", "Total contract cost", "Annual contract margin", or "Total contract margin".
If an item costs $5 to purchase, and is sold for $7, currently we can only report on the $7, not the $5 cost nor the $2 margin.
This would be a great feaure. It would also be great to assign a provider of the service to the deal and the cost of that service varied based on the provider who does the work. For example, we sell 5 hours of consultancy services at $200/hour. But the consultant we assign to the work only charges us $150/hour. We would like to track the revenue we got from the client and the cost to do the work along with the deal and ultimately the order.
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