How to add monthly deal amount with recurring deals?

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi, my sales team has the following reporting issue. When we add a recurring deal, these are often deals with no end date. The Analytics Report for recurring revenue is fine. However our sales needs to report on order intake as well (Closed Deal amount) and with no end date, every month order intake deal amount is the same as the recurring deal amount. We don’t want to close and create all recurring deals every month in order to be able to report on closed deal amount as well.

Are there any best practices to be able to report on closed deal amount with recurring deals?

2

Hi @bhascher recurring revenue reporting in HubSpot is notoriously tricky. However, you can add line items to a deal and make them recurring, populating the Monthly Recurring Revenue property you can use for reporting. Hope that helps.
In case you haven’t seen this knowlegde base, have a look