Hi,
I’m trying to figure our best practices for managing deals.
We are moving towards a saas model, and need to start reporting in such a way.
I think the best practice for an expansion deal is to create a new deal (perhaps in a separate expansion pipeline even), and to account just for the extra in that new deal.
However, I don’t see how that aligns with Hubspots new recurring revenue properties Track recurring revenue in HubSpot, as this article suggests to “terminate” the original deal’s inactive date due to an upgrade, and to create a new deal for the total new amount, making it difficult to spot the delta.
