Handling lump sum contracts and MRR?

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi everyone,

Hoping to get some guidance here. My business primarily operates on a per project pricing model. AKA a customer pays us X amount for every project we complete. This is pretty straightforward in Hubspot. Each project is its own deal.

The issue, is we now have some projects that are billed at a monthly rate for an amount of months. I.E the customer pays us X amount per month for X months.

I know I can create an MRR line item for a deal, but how can I handle tracking for these deals? We wouldn’t want the total contract value to all be counted towards the first month, as that isn’t accurate.

We have Sales Hub Professional. Thanks!

2

@JPulley that’s a good question. While in Sales Hub Enterprise you can track MRR easily, in Professional you should find turnarounds.

One of the options you may consider is importing csv file with the 6 deals with X amount and Create Date: Each month, for example, Dec 1, Jan 1, etc. Then you should have separate deals that you can use on a separate Deal Pipeline.

You can also try to use a Single Object report - choose Line Items, but there are not so many options to track, but you can play with it too.