Deals value split in one-off and monthly revenue (SAAS)

Smart CRM & Sales Hub Dashboards & Reporting
1

As a SAAS company, we are working with one-off revenue (such as set-up costs) and monthly/recurring revenue (licence fee). Therefore we would like to split the one-off and recurring revenue in the deal overview in order to know if we can expect to achieve the target for both type of revenue’s.

We have filled in the line items for the deals with recurring and one-off revenue and we would like to see this as well in the deal overview.

2

Hello @KJansen3 thank you for posting in our Community!

I was able to check more details that are not currently possible in HubSpot.

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Kindly,

Pam

3

Thanks Pam! I already posted it on the idea forum as well.

4

Hi there. Could you kindly share the link to the idea you posted? I would like to upvote it.

5

Thanks for raising this, we’ve got the same issue!

A question to all HubSpot experts, wondering if any workarounds to report on Deal by one-time revenue and recurring one? (NB - We have sales professional package)

Thanks a lot!

Albus