We are a pretty simple SaaS company where we operate with two price points on Deals:
The recurring/subscription amount.
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?
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
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