What would be the best practice for determining the deal amount based on a subscription that was initially agreed upon as 6 payments of $1,000 per month but ended at month 4 due to cancellation? Normally, we would close this deal at $6,000, but if they cancel after 4 months, that wouldn't be accurate. Would you just update the closed deal amount to 4k? Is there a better way to handle this?
It sounds like you’re asking how to adjust a deal’s value when a subscription ends early. For accuracy, updating the closed deal amount to $4k (reflecting actual payments received) is the standard approach. Deal amounts in HubSpot should reflect finalized revenue, not projections.
If you want to automate this, consider using subscription-specific properties (e.g., tracking payments via a custom property or integrations like Stripe) to adjust the deal value dynamically. But manually updating the amount at closure is common and straightforward.
It sounds like you’re asking how to adjust a deal’s value when a subscription ends early. For accuracy, updating the closed deal amount to $4k (reflecting actual payments received) is the standard approach. Deal amounts in HubSpot should reflect finalized revenue, not projections.
If you want to automate this, consider using subscription-specific properties (e.g., tracking payments via a custom property or integrations like Stripe) to adjust the deal value dynamically. But manually updating the amount at closure is common and straightforward.