Reporting & Analytics

QThomas9
Member

Sales Revenue and GP Tracking Capabilities

SOLVE

Before rolling Hubspot out to my company, I am testing the features.  I want to practice using it to track projects.  I'm trying to see where within the CRM I can enter the COST and the SELL price of an item I create in order to produce profit reports.  Anybody have any suggestions?  I don't see it.  All the reports I create only show the revenue but not the GP from deals created. 

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1 Accepted solution
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Sales Revenue and GP Tracking Capabilities

SOLVE

@QThomas9 - When adding products to your product library, or custom line items on deals, you can input both a unit price and a unit cost and HubSpot will automatically calculate the margin:

 

Screenshot 2025-01-28 at 09.41.05.png

 

You can access the calculated line item margin in the custom report builder, to build out gross profit reports:

 

Screenshot 2025-01-28 at 09.43.13.png

I wrote this article on how you can also set and report on GP goals per sales team and/or sales rep: Use a custom object to set goals


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

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2 Replies 2
BérangèreL
Community Manager
Community Manager

Sales Revenue and GP Tracking Capabilities

SOLVE

Hi @QThomas9 and welcome, we are so glad to have you here!

Great question, thanks for asking the HubSpot Community!

For information, I'd like to share these articles:

- Create sales reports with sales analytics
- Report on revenue

Also, I'd like to share these threads that might help you:

- The solutions of @JeremyV and @HFisher7 on this post "Can I make profitability calculations in Hubspot?"
- The solution from @colinwitt on this post "Deal costs and margin"

I hope this helps!

Have a lovely day!

Best,
Bérangère


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0 Upvotes
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Sales Revenue and GP Tracking Capabilities

SOLVE

@QThomas9 - When adding products to your product library, or custom line items on deals, you can input both a unit price and a unit cost and HubSpot will automatically calculate the margin:

 

Screenshot 2025-01-28 at 09.41.05.png

 

You can access the calculated line item margin in the custom report builder, to build out gross profit reports:

 

Screenshot 2025-01-28 at 09.43.13.png

I wrote this article on how you can also set and report on GP goals per sales team and/or sales rep: Use a custom object to set goals


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution