Mar 27, 3:00 – 4:00 PM (UTC)
In some industries, deals come with significant overhead and expenses that impact profitability. Join Steve Hollis, VP of HubOps at Media Junction, as he showcases how to track real-time profitability on a Deal record using custom objects (or object templates) and roll-up properties in HubSpot.
Does your business have to spend money to make money? Of course! But when your projects involve upfront costs—materials, insurance, labor—how do you know if you’re cutting into your profits too much?
With HubSpot, you can gain real-time financial visibility into your deals. In this deep-dive tech session, Steve Hollis will share a real-world use case of a roofing company that needed better expense tracking.
🔹 What you'll learn:
✅ How to use custom objects (or object templates for Pro tiers) to track expenses tied to a deal
✅ How to roll up expenses to see running expenditures against revenue
✅ How invoice sync properties enable reps to track partial payments & remaining balances directly in HubSpot
✅ How this framework helps teams calculate profitability and ensure deals stay on budget
Join us for this session and a live Q&A to explore how you can apply this to your business.
