Nov 30, 2021 2:58 PM
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.
Any advice is appreciated!
Dec 1, 2021 6:39 AM
Thank you for reaching out.
Dec 1, 2021 10:27 PM
Hi @CDeveloper ,
Hmm... thinking cap on! I'm still trying to find a solution for you here.
I'm going to test out my theory in my account and then share the results if it works out.
Dec 2, 2021 12:48 PM
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!
Dec 7, 2021 4:27 PM
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!