Can anyone suggest an app (or HubSpot workaround) that would allow us to track *expense* line items on a deal in order to calculate deal profitability?
This is for a general contractor who will be using HubSpot deal data to calculate sales commissions in the app QuotaPath, and profit is a key metric for calculating the sales commissions.
We can't use the actual line item object "unit cost" because it would just make the whole thing extremely messy - the expenses will vary for each project and get entered in on an ongoing basis as they occur, in amounts of 50+ per deal, to ultimately calculate the overall profit at the end.
Did you ever figure out if your solution was going to work or not? We are still trying to jerry-rig something together for this so any additional ideas are appreciated!
Thank you! CDeveloper is me, I accidentally posted this while logged in to my company's general HubSpot account haha. Couple of things I've looked into in the meantime - just general project management apps like Teamwork, Monday.com, and PSOhub, but none of the integrations that I've looked into offer the two-way update that I need to get that expense data back into HubSpot. After that I was thinking we could at least do something with Zapier and a PM app. It's not ideal but I think it would be doable that way!