Tracking Revenue Across Multiple Months

Hey @Vasiki,

HubSpot is great for tracking closed deals and revenue from a sales perspective, but for spreading revenue across multiple months, you’ll need a workaround. One option is to create a custom property for monthly revenue and use workflows to allocate portions of the total deal value over time. While recurring revenue reporting isn’t natively built into dashboards, you can structure reports using calculated properties or custom reports to track revenue distribution more effectively.


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