La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Check this article here: Track recurring revenue in HubSpot. In thsi article, its says that : only deals in the Closed won deal stage are included in your revenue analytics report. A deal's Close date is the start date for revenue reporting. https://prnt.sc/1ql79z0 So I guess, using recurring revenue field won't work for you. Your deals should be in won stage to get the recurring revenue report.
I found a workaround for it "for the time being" using multiple custom properties/workflows, etc. and I'm able to project these multi-year forecasts but this was extremely laborious and I'm afraid it's prone to mistakes/bugs. Will definitely request this as an idea on the community
To be honest @Edyta7510 , even we have to struggle with this recurring revenue whenener a client ask for the same. I think HubSpot need to give more options in this regard 😞 Put any idea you have in the idea section of the community: HubSpot Community - Ideas - HubSpot Community.
Check this article here: Track recurring revenue in HubSpot. In thsi article, its says that : only deals in the Closed won deal stage are included in your revenue analytics report. A deal's Close date is the start date for revenue reporting. https://prnt.sc/1ql79z0 So I guess, using recurring revenue field won't work for you. Your deals should be in won stage to get the recurring revenue report.
Hello @Edyta7510, thank you for posting your question! I will add some top experts to this matter @webdew@Bryantworks any recommendations to @Edyta7510 matter?