Is there a way to set up the configuration to show a monthly breakout of what a deal is per month??? right now i see them lumped as a total value and not where they plot per month to see the monthlly pipeline value. I would like to see the pipeline by monthly pitched versus the contract deal. otherwise its easier to do in excel which defeats the purpose of a CRM. Can someone provide a link how to set up?
Hi @DDahlberg,
You’re correct. In the standard reports, there isn’t any option to ‘break out’ deals per month. In Sales Hub Enterprise and Service Hub Enterprise, there are features for tracking recurring revenue: Track recurring revenue in HubSpot
In the subscriptions below Enterprise, it’s not possible to visualize one deal amount across multiple months unless you want to create multiple deals accordingly.
Best regards!