Update Total Revenue Field When Contracts Expire
Aug 30, 2018 9:53 PM
The HubSpot field "total revenue" on the company record totals all the "amounts" from all closed won deals at that company. We need that, but it's not accurate if a contract has expired. We created a contract end date field on the deal record and would like to be able to subtract that amount once the contract expires.
This is important for any company that sells multiple times (eg, multiple SKUs) into one company.
This is also important for calculating Churn values which currently isn't possible in HubSpot.