Deal revenue and resource allocation

Hi, does anyone know if it's possible to allocation resources (people) to a deal in Hubspot and have it calculate the profit based on the cost price vs sale price?


Also how do you split the revenue across multiple months? If we sign a £500k deal in March we might bill £100k for the next five months for example.


We're only using the free version, may need to upgrade or add plugins to do this but i can't find out where to find out how to do it

2 Replies 2
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Deal revenue and resource allocation

@SRuston - Basically everything you are asking can be done if you upgrade to Professional or Enterprise. Quotes can be made to have distribution for a certain period of time and cost per good. Well worth it to have the data that you need.


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Davey Waren

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Community Manager
Community Manager

Deal revenue and resource allocation

Hi @SRuston 


Thank you for reaching out 


I'll tag some of our experts on this - @Josh @Jonno_Price @warrendavey do you have any thoughts on this? 


Thank you!



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