Add Cost Price And Margin To Products For Profit Tracking

In this episode of KeyConnectAI: The Revenue Playbook we review a new profitability tracking feature in KeyConnect AI CRM that lets you assign a Cost Price and Margin to each product or variant. From the Payments > Products tab you can set selling price, enable Add Margin, and enter cost or margin as a flat amount or percentage; the system calculates the rest. Cost data persists with the product, appears on invoices and calendars even when selling prices are overridden, and shows negative margins when sales are at a loss. The Transactions CSV now includes a Line Item Cost Price column for accurate transaction-level profitability analysis. This update helps businesses, marketers, and agencies simplify profit monitoring and improve cost reporting accuracy. Learn more about KeyConnect AI CRM at https://keyconnectai.com/