Deal amount for each pipeline ARR and total deal value

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1

Hello @Phil_Vallender, I think I followed your directions but here is my ask:

1) I have Year 1 Revenue (one-time fee)

a) 20% due at signing

b) 80% due at install date (let’s say 6-months later)

c) This date triggers the Year 1 clock

2) Years 2-5 are ARR at 50% of Year 1

Are these set up as line time products in a deal…but the deal metrics are off.

Example: $1M Year 1 = $200,000 at signing (Jan 31) and $800,000 @ 6months later (Jul 31) so timeline is 18 months. Year 2-5 = $500,000 due at anniversay (Aug 1)

Total contract value is $3M, ARR is $500K

Does that make sense…any guidance is appreciated.

RE: Solved: HubSpot Community - Re: Deal amount for each pipeline ARR and total deal value - HubSpot Community

2

Hi @MProkopis, while this is difficult to track in HubSpot out of the box, it is possible with a few custom steps using the custom properties.
I do have one question. Are you looking to report this on a deal level, or are you trying to forecast the revenue forward in time?

Thanks,

Calvin