Hi Everyone,
I was wondering if anyone has ever had issues with the values of a deal stage not calculating correctly in the totals?
I have a deal stage that the total calculated at the base of the stage is out by $1,000,000. exactly.
All deals have been checked and reflect the correct values in each individual deal yet the total is out. Can anyone assist?
Thank you
Hi HGreen
This can be due to several causes, the initial recommendation is that you share a print of the case to see what configuration some of the respective businesses have. For now I list two possible causes.
1. It may be that your account has several currencies configured and the case that you are viewing is in a different currency than the default for the account, in this case in the hubspot dashboard it unifies the values of your businesses to the main currency.
2. It may be that the business is calculated from products (line item) associated with the business, and the products have recurring billing frequencies and not one-time payments. In that case, you should bear in mind that Hubspot allows you to configure the way to value your business, either by TCV (total contract values) or MRR (Recurring monthly income) among other ways.
For more information you can see this article
https://knowledge.hubspot.com/en/deals/hubspots-default-deal-properties