Tracking Recurring Revenue of different amounts

Smart CRM & Sales Hub CRM
1

Hi all,

I’m familiar with HubSpot’s ability to track recurring revenue on deals.

Some of our sales are interesting in that the amount a client is paying for services month-to-month will differ. So rather than paying 100/month for 12 months, they’ll pay 100 for a few months, 200 for a few months, etc. etc.

Is there a way I can appropriately track this in HubSpot within one deal? I thought about using line items but not sure if it that would make sense or how I would leverage it. Any insight is helpful.

2

Great question @Vasiki! It is common for deals to have recurring revenue with variable totals each month. This has come up a few times in the community.

Maybe our subject matter experts @trevordjones or @Josh can share their recommendations for tracking variable recurring revenue. Some of their notable posts about the same tool:

Track Recurring Revenue When Amount Changes In Some Months
Best Practice for Tracking Recurring Revenue from different Deals
Thanks,

Kennedy