Deal amount when subscription is cancelled

DavidVillalona — Wed, 29 Jan 2025 19:06:07 GMT

Hi all,

What would be the best practice for determining the deal amount based on a subscription that was initially agreed upon as 6 payments of $1,000 per month but ended at month 4 due to cancellation? Normally, we would close this deal at $6,000, but if they cancel after 4 months, that wouldn't be accurate. Would you just update the closed deal amount to 4k? Is there a better way to handle this?

Re: Deal amount when subscription is cancelled

emilianovargas — Wed, 29 Jan 2025 19:16:11 GMT

Hi JosueVillalona,

It sounds like you’re asking how to adjust a deal’s value when a subscription ends early. For accuracy, updating the closed deal amount to $4k (reflecting actual payments received) is the standard approach. Deal amounts in HubSpot should reflect finalized revenue, not projections.

If you want to automate this, consider using subscription-specific properties (e.g., tracking payments via a custom property or integrations like Stripe) to adjust the deal value dynamically. But manually updating the amount at closure is common and straightforward.

Hope this helps!

— Emiliano

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Deal amount when subscription is cancelled

Re: Deal amount when subscription is cancelled