Hola! ¡Tenemos nuestra Comunidad en Español!

Annual deal with monthly recurring revenue

SOLVE
Regular Contributor

Apologies is this has been asked before, I'm new to the community Smiley Happy

We sign annual contracts but are paid monthly. Is there a way to show both annual contract value (ACV) and monthly recurring revenue (MRR) in a deal? If not, suggestions on a work-around. We are using the free CRM. 

1 Accepted solution

Accepted Solutions
Esteemed Advisor

 Hi, @the_emily_b. The closest you'll be able to get is to create a custom property, and import/manually update values accordingly. A recent post indicated there are no default options for handling monthly revenue. 

 

Alternately, you won't be able to create calculated properties. There's no option to set a property equal to (ACV / 12).

 

If this is a value you could leverage some other integration to write for you (like Salesforce, or Zapier with some other system where the data is stored), you might have options. Otherwise, you're left with manually updating the MRR values, or taking no action. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
Reply
0 Upvotes
2 Replies
Esteemed Advisor

 Hi, @the_emily_b. The closest you'll be able to get is to create a custom property, and import/manually update values accordingly. A recent post indicated there are no default options for handling monthly revenue. 

 

Alternately, you won't be able to create calculated properties. There's no option to set a property equal to (ACV / 12).

 

If this is a value you could leverage some other integration to write for you (like Salesforce, or Zapier with some other system where the data is stored), you might have options. Otherwise, you're left with manually updating the MRR values, or taking no action. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
Reply
0 Upvotes
Highlighted
Regular Contributor

We've decided to just record the annual deal value in HubSpot and keep track of the finances in our accouting system.