Using quote•hapily margin calculations
quote•hapily automatically calculates quote margin, margin percentage, and even line item margin percentage. You can use these in Rules.
Quote Gross Margin
When you install quote•hapily, we automatically create a "Gross Margin" Roll-up Field. It sums the value in the hs_margin line item property after multiplying by the line item quantity.
ℹ️ Note: Gross Margin only factors in line items where the Unit Cost field is set. Line Items without a Unit Cost will be ignored, likely making Gross Margin inaccurate. If your Rules rely on Gross Margin, you may want to add a BLOCK rule that prevents quotes with line items missing a Unit Cost from being submitted.
Quote Margin Percentage
quote•hapily automatically calculates the Quote "Margin Percentage." It is calculated by dividing the gross margin by the quote subtotal.
ℹ️ Note: If this number appears as a decimal, you may apply formatting to the field in HubSpot without any risk to the calculations.
Line Item Margin Amount
HubSpot has a native field named hs_margin.
Line Item Margin Percentage
quote•hapily automatically calculates the Line Item "Margin Percentage." It is calculated by dividing the margin by the Line Item Net Price.
ℹ️ Note: If this number appears as a decimal, you may apply formatting to the field in HubSpot without any risk to the calculations.