How to split total amount of potential sale into potential monthly revenue

[MHMedia]

Hi,

Does Hubspot have the ability to, in reporting, split a total amount of a potential sale into potential monthly revenue?

Example: Project A will be over a period of 3 months. The project is worth £50k. Month 1 we expect £10k, Month 2 we expect £20k, Month 3 we expect £10k.

Is this possible?

[MHMedia]

Hi, thanks for the reply!

I think I found a solution using Custom Properties for Deals, and so far I think that is providing what I want.  I can't test Reporting as it looks like I need an Enterprise Sub, but I've got enough for now.

Thank you!

[AKoch3]

Hi MHMedia, I'm also trying to do the same thing. Can you explain how you setup your custom properties for this?

Thanks

[MHMedia]

Hey AKoch3,

What we ended up doing in the end was creating a Deals Pipeline, called "Expected Revenue Forecast". We then created a column for each month, and put our expected revenues in each month. What we can now do is generate a report based on the figures in this pipeline.

Note - I'd advise against associating whatever you put in this Pipeline with company or contact if you are using a Sales Pipeline to track the actual sale. If you do, you duplicate the expected sales value of the contact / company! So we just use the Expected Revenue Forecast pipeline for title and sale amount, nothing else. Purely for reporting purposes.

I hope that helps!

[Olivia_Bagnall]

@MHMedia 

If you were always splitting the revenue equally between months then you could use a calculated property to do this. 

For example (total deal amount/ monthly breakdown = monthy revenue) 

However, if you are dividng the revenue unequally between months then it gets a little more complicated. You would need to create a seperate number property for each month and then build custom reports that include all properties. 

FOR EXAMPLE: Deal name (month 1 revenue + month 2 revenue + month 3 revenue) 

HubSpot does also have a monthly recurring revenue feature with prebuilt reports if you are interested? It comes with an Enterprise subscription https://knowledge.hubspot.com/deals/track-recurring-revenue-with-revenue-analytics.