CRM

JHalliday
Member

Multiple amounts on Deals

SOLVE

Hey folks,

I am seeking some best practise. 

 

We are a pretty simple SaaS company where we operate with two price points on Deals:

 

  1. The recurring/subscription amount.
  2. Fixed implementation price. 

On Deals there is one field for amount, but is it possible to have multiple price/amounts on Deals. In our situation: one for recurring and one for fixed?

 

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1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Multiple amounts on Deals

SOLVE

Hi @JHalliday,

 

What level of HubSpot are you using? Here's a resource for Enterprise

 

If you're on Pro, I have used a workaround using calculated properties. It pulls the deal amount and contract length in months and then calculates MRR from those values. 

 

Question - is there a single deal that would include the up-front implementation fee and then the subscription or are there 2 deals? If they are 2 deals, you could create an option to label the specific deal as a subscription, and then on your calculated property, make that a condition in order to calculate the property.

 

If it is all on one deal, it might get a bit more challenging. 

 

There are a ton of SaaS companies using HubSpot, so I'd be interested in seeing some of the other ways people are doing this.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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4 Replies 4
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Multiple amounts on Deals

SOLVE

Hi @JHalliday,

 

What level of HubSpot are you using? Here's a resource for Enterprise

 

If you're on Pro, I have used a workaround using calculated properties. It pulls the deal amount and contract length in months and then calculates MRR from those values. 

 

Question - is there a single deal that would include the up-front implementation fee and then the subscription or are there 2 deals? If they are 2 deals, you could create an option to label the specific deal as a subscription, and then on your calculated property, make that a condition in order to calculate the property.

 

If it is all on one deal, it might get a bit more challenging. 

 

There are a ton of SaaS companies using HubSpot, so I'd be interested in seeing some of the other ways people are doing this.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

SOdchigue
Member

Multiple amounts on Deals

SOLVE

Hi, Josh! Can you share a little bit more about how you used calculated properties? 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Multiple amounts on Deals

SOLVE

Hi @JHalliday,

 

Yes, that's possible. You can create a custom deal property for the second amount, I'd suggest a number / currency field type.

 

This second field wouldn't be shown in the deal kanban view. However, you could make it easily accessible in the deal record sidebar: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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JHalliday
Member

Multiple amounts on Deals

SOLVE

Yes. This I know will be possible, but I was hoping that it could be taken into the kanban view, but I guess not...

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