Deal revenue and resource allocation

SRuston · ‎Mar 17, 2021

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

warrendavey · ‎Mar 23, 2021

@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
Pearagon

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TiphaineCuisset · ‎Mar 19, 2021

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!

Best

Tiphaine

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