Manage deal margins

The Cost toggle allows you to display the Margin of a deal and calculate the commission based on the margin. This is done automatically right inside your CRM.


You can also set a default commission for your deals, see here.


In this article:

Display margin information for a Deal
Calculate the commission from the margin

Display margin information for a Deal


1
While creating or editing a deal → toggle the slider to green next to Cost.
2
The margin will be calculated automatically as soon as you fill in the Amount and Cost fields → click Save.
The same applies to deals with Deal Items.

Margin-based deal

3
Once the deal has been saved you can view the margin calculation on the Contact Page or Organization view by clicking on Show full deal.

To view the margin calculation on the Pipeline page, click on the deal.

Display margin calculation

Calculate the commission from the margin

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1
Once you set up a margin-based deal and have enabled the Cost field for the deal → toggle the slider next to Commission to green as well.
2
Set the Commission value and select between a percentage or exact currency → from the dropdown for the commission base choose Margin (Amount less cost) → click Save.

Edit a deal and toggle commission and cost to green and select

3
Once the deal has been saved you can view the margin calculation on the Contact Page or Organization view by clicking on Show full deal.

To view the margin calculation on the Pipeline page, click on the deal.

Display commission calculation from margin.

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