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Calculating the difference between buy and sell price in Sell CRM

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Posted Nov 18, 2021

Hi,

In the product catalog in Sell we are able to input a cost price and a unit price. I have not found a way in the reports to be able to calculate margin %, margin €, profit, etc.

Can this be done via the new Sell reports in Explore? Is this dataset available? I know that a lot of resellers, dealers, etc are looking for this feature.

 


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Wojciech Smajda

Zendesk Product Manager

Thanks everyone for your feedback. I wanted to follow up and let you know that Sell reporting in Explore is now generally available on our new Sell plans and includes the products dataset mentioned. You can learn more about product data in Explore here. You can also learn more about our new Sell plans on our pricing page.

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Jakub Tutaj

Zendesk Product Manager

Hello Walter Renkema, thank you for your message. 

Can you describe what kind of a reports would you like to see available in relation to margin %, margin €, profit? 

We're now actively working on bringing Sell Products dataset to Explore, targetting beginning of 2022. 

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Hi, How can I do calculation in Zendesk Sell, like (Revenue minus Cost) or Unit Price minus Unit Cost.

Thanks.

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Jakub Tutaj

Zendesk Product Manager

Thank you for the detail, your feedback is captured! 

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Jakub Tutaj

Zendesk Product Manager

As a workaround for now, if you have custom fields on a Deal for buy/sell/unit cost then you can already use Explore to calculate the "profit" (i.e. Deal Value - Custom Field Cost), using calculated metrics.

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