Hi @SBencheikh,
You may consider leveraging properties that already exist in HubSpot for this.
A suggestion would be to set up your services as a product in HubSpot.
Then, add that product as a line item to a deal.
Use the billing portion to set up your start date, billing frequency, and number of terms.
Upon saving line items to the deal, HubSpot has some values that automatically calculate such as amount, total contract value, and annual contract value.
Then, you can leverage a report to track your recurring revenue.
Thank you for the tag, @kennedyp. Thanks for pointing out Hub Helper Harry, @Jnix284!
All the Best,
Ryan Schweighart
Whole Hart Impact, LLC
I help businesses with HubSpot and Zapier.
