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Product Cost Price and Margin Tracking
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In this episode of The Pinnacle Perspective... we introduce product Cost Price and Margin tracking inside Pinnacle AI CRM, letting you define cost or margin per product price or variant. Set it up in the Payments → Products tab by creating or editing a product, enabling the margin option and choosing flat amount or percentage; enter cost or margin and Pinnacle AI CRM calculates the corresponding value. This simplifies profit monitoring, removes spreadsheet juggling, preserves original cost data even if invoice prices are overridden, and surfaces negative margins so you can spot losses. Line Item Cost Price appears in transaction exports and flows into invoices and calendars, improving reporting and analysis for businesses, marketers, and agencies. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
• Instagram: Follow us for daily inspiration and automation hacks
• Facebook: Engage with entrepreneurs transforming their businesses
• LinkedIn: Network with industry leaders and innovators
• Twitter: Share your thoughts on our latest episodes
• YouTube: Watch episodes and exclusive insights
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Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
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By Pinnacle AI Software & ServicesSend us Fan Mail
In this episode of The Pinnacle Perspective... we introduce product Cost Price and Margin tracking inside Pinnacle AI CRM, letting you define cost or margin per product price or variant. Set it up in the Payments → Products tab by creating or editing a product, enabling the margin option and choosing flat amount or percentage; enter cost or margin and Pinnacle AI CRM calculates the corresponding value. This simplifies profit monitoring, removes spreadsheet juggling, preserves original cost data even if invoice prices are overridden, and surfaces negative margins so you can spot losses. Line Item Cost Price appears in transaction exports and flows into invoices and calendars, improving reporting and analysis for businesses, marketers, and agencies. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
• Instagram: Follow us for daily inspiration and automation hacks
• Facebook: Engage with entrepreneurs transforming their businesses
• LinkedIn: Network with industry leaders and innovators
• Twitter: Share your thoughts on our latest episodes
• YouTube: Watch episodes and exclusive insights
• TikTok: Explore quick tips on productivity and automation
Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.