EPISODE · Mar 30, 2026 · 2 MIN
Add Cost Price And Margin Per Product For Instant Profit Visibility
from KeyConnectAI: The Revenue Playbook
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce a new pricing tool in KeyConnect AI CRM that lets you define a cost price and target margin for every product or variant. Enter selling price, enable Add Margin, choose net or percentage, and the system calculates cost or margin automatically so profit or loss is visible immediately. Cost data persists even if invoice prices are overridden, keeping profitability consistent across invoices and calendars. We’ve also added a Line Item Cost Price column to Transactions CSV exports for deeper reporting. This update helps businesses, marketers, and agencies monitor margins in real time, spot losses quickly, and simplify financial analysis and reporting. Learn more about KeyConnect AI CRM at https://keyconnectai.com/
What this episode covers
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce a new pricing tool in KeyConnect AI CRM that lets you define a cost price and target margin for every product or variant. Enter selling price, enable Add Margin, choose net or percentage, and the system calculates cost or margin automatically so profit or loss is visible immediately. Cost data persists even if invoice prices are overridden, keeping profitability consistent across invoices and calendars. We’ve also added a ...
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Add Cost Price And Margin Per Product For Instant Profit Visibility
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