@MrBean wrote:
Hmm, pretty neat idea. Sounds like a great way to get different splits of MRR.
Have you looked into using Calculation Properties?
https://knowledge.hubspot.com/crm-setup/create-calculation-properties free-fire-diamonds
MRR could equal SubscriptionType1 + SubscriptionType2 + SubscriptionType3 … SubscriptionTypeZ
The default being 0 for each SubscriptionType.
Yes, using Calculation Properties in HubSpot is a great approach to calculate and analyze different splits of Monthly Recurring Revenue (MRR). Calculation Properties allow you to create custom properties in HubSpot CRM and perform calculations based on other existing properties.
To implement the MRR calculation using Calculation Properties, you can follow these steps:
- Access the Calculation Properties feature: In HubSpot CRM, go to the “Settings” menu, then select “Properties” under the “CRM” section. From there, click on the “Create a property” button.
- Set up the Calculation Property: In the property creation form, choose the “Calculation” type. Give the property a name, such as “MRR,” and provide a description if desired.
- Define the calculation formula: In the calculation formula field, you can define the MRR calculation based on the Subscription Types you mentioned. The formula could be something like:
MRR = SubscriptionType1 + SubscriptionType2 + SubscriptionType3 + … + SubscriptionTypeZ
Ensure you use the correct property names for each Subscription Type. If any Subscription Type is missing, you can set its default value to 0.
- Save the Calculation Property: Once you’ve defined the formula, click on the “Save” or “Create” button to save the Calculation Property.
- Use the MRR Calculation Property: After creating the MRR Calculation Property, you can utilize it throughout HubSpot to segment, analyze, and report on different splits of MRR. For example, you can use it in custom reports, dashboards, or as a criteria for segmentation.