Recurring and non-recurring revenue deals

Smart CRM & Sales Hub CRM
1

I am currently working in a SaaS company where deals are billed on a recurring basis. I have a problem because we can also sell deals like support time, training sessions, etc.

My question is how does Hubspot identify recurring from non-recurring sales? I know it is possible to define this for each product line with the billing term property which allows us to define between a fixed and recurring payment but is this the correct way to define the type of recurrence for each deal? I ask because we can also define the recurrence of the deals with the deal recurring properties like recurring_revenue_amount or recurring_revenue_deal_type both native so it is a bit confusing. Also, these last 2 properties are the ones that are linked to the CRM revenue recognition in the sales reporting section.

Also if the correct way is to define this with the product line properties that lead to an obligation to create different records for recurring and non-recurring deals.

2

Hi @PGrimaldi,

Thanks for reaching out and happy Wednesday :slightly_smiling_face:

This is an excellent question!

Let’s consult with our experts to see if they have any feedback regarding our current usage or any suggestions or workarounds.

Hi @Lucila-Andimol, @Gilempert, @LautaroDelPlato, @JuanGomez0818 - Do you have any suggestions for @PGrimaldi?

Thanks!

Diana

3

Hi @PGrimaldi

sorry for the delay here…

so this a very good (and frequent) question and kind of a challange in HubSpot today.

I want to share with this article about tracking revenue

So, in general when tend to separa in different deals costs that are a one-time cost (like onboarding or setup fees) from recurrent fees/suscriptions. And also upgrades or downgrades. Si the calculations is more at a deal level and not at a line item level.

Take a look at it and let us know if any other question arises.

Hope this helps