Deal Service Split

JNyfox — Tue, 03 Dec 2024 20:34:14 GMT

We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services.

So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this service, and the remaining 50k for this.

I've looked at deal splits but that assigns it to multiple owners which is not our case, as there can be one owner with multiple services.

Re: Deal Service Split

Gaurav_Aggarwal — Wed, 04 Dec 2024 04:31:20 GMT

Hey @JNyfox

Have you tried line items to split your deal amount into different services you can create separate line items and then associate them with the deals kindly check this article here

Re: Deal Service Split

SanjayKumar — Wed, 04 Dec 2024 07:06:05 GMT

Hi @JNyfox ,

Thank you for reaching out!

HubSpot doesn’t natively allow splitting a single deal amount across multiple services while maintaining a single owner. However, this can be achieved effectively by leveraging Line Items and Custom Properties.

Here’s how you can use Line Items for this purpose:

Set Up Products for Each Service:
- Navigate to Settings > Data Management > Products.
- Create a product for each service with a default price. If you already have a list of services and their corresponding amounts in a sheet, you can easily import them into HubSpot as products.

For example:
Service 1: $400

Service 2: $100

Add These Line Items to Deals: When creating a deal, include these products as line items. This approach allows you to track the amount allocated to each service within a single deal.

2. Using Custom Properties:

Create custom deal properties for each service (e.g. Service 1 ), (Service 2 )
Optionally, create a calculated property (e.g. Total Service Amount) to ensure the total matches the deal amount.
Update Deal Records: Add these custom properties to the Deal record view. Populate the amounts manually or if you have a spreadsheet with service amounts and deal record IDs, you can import the data directly. During import, map your sheet columns to the corresponding custom properties.

Recommended Approach:
If you prioritize simplicity, the Line Items method is ideal. It integrates seamlessly with HubSpot’s features and allows for a clear breakdown of services within a single deal record.

Let me know if you have any questions or need further assistance.

Did my post help answer your query? Help the community by marking it as a solution.

topic Re: Deal Service Split in Tips, Tricks & Best Practices

Deal Service Split

Re: Deal Service Split

Re: Deal Service Split