Hi Julia, thanks for picking up on this post!
To HubSpot Dev Team – Urgent Fix Needed for Multi-Year Deal Reporting
Hello HubSpot Community & Product Development Team, I’m reaching out as a System Administrator for a company offering:
Software Subscriptions (Industry-Specific CRM, similar to HubSpot) – Billing: Monthly, Quarterly, Annually
Professional Services (One-Time Services, similar to HubSpot’s Onboarding)
Our industry relies on 3-year contracts, ensuring software stability and reducing frequent provider switching due to complex data migrations.
**
The Challenge: Applying a Discount to Year 1 in Multi-Year Deals**
Our Sales Strategy offers a first-year discount, followed by standard pricing for years 2 and 3. The big question:
How do we apply a first-year discount while keeping full price for future years in a multi-year contract?
Initial Solution: Add the same product multiple times within a single deal, adjusting the Billing Start Date:
Software Subscription – 2024-01 (Discounted)
Software Subscription – 2025-01 (Full Price)
Software Subscription – 2026-01 (Full Price)
The Problem: This breaks reporting.
# Issue 1: Inflated Annual Contract Value (ACV) & Deal Value
When adding a product multiple times with different Billing Start Dates, the Annual Contract Value (ACV) sums up incorrectly, leading to inflated revenue. ACV is the basis for “Amount in Company Currency”, which recalculates deal value based on our company currency settings.
Impact: Misleading revenue projections and inaccurate financial reporting.
# Issue 2: Broken Currency & Forecasting Reports
Our company operates in five currencies, and all executive and sales dashboards rely on “Amount in Company Currency”. However, adding a product multiple times skews revenue tracking, making reports unreliable.
Critical dashboards impacted:
Closed Business – Overstated revenue per month/year
Salesperson Dashboard – Overstated revenue per rep per month/year
Customer Dashboard – Overstated revenue per customer per month/year
Progress to Target (Goal Functionality) – Misalignment in quota tracking
Currency functionality was a key factor in choosing HubSpot last August. Now, despite paying for an annual subscription, we cannot accurately create multi-year contracts with tiered pricing.
While Quote Templates allow customers to see pricing adjustments across years, the Deal Properties (“Amount in Company Currency” and “ACV”) remain incorrect—breaking financial reporting.
**
Proposed Solution for HubSpot Dev Team**
Only include a Line Item’s ACV in the Deal ACV when its Billing Start Date falls within the same year as the Deal Close Date.
Excel Logic Equivalent:
**ACV [Deal level] =
SUMIFS(ACV [Line Item], IF(Deal Close Date Year = Line Item Year))**
This ensures ACV and “Amount in Company Currency” accurately reflect revenue for the year the deal was closed—preventing inflated values from future years.
Urgent Call to Action
This is not a nice-to-have feature—this is a high-impact issue affecting forecasting, sales performance tracking, and financial reporting.
HubSpot markets itself as an excellent CRM for reporting, but this flaw makes multi-year SaaS deal reporting unreliable.
This must be addressed ASAP. Who’s with me?
Looking forward to feedback from the community—and action from HubSpot.
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