Splitting deal amount into increments

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Regular Contributor

Hello! We are looking to use Hubspot CRM as a revenue forecasting tool. We have our deals set up to where the deal amount reflects the total revenue potential, but in reality the revenue will be won in increments across multiple months or perhaps years. Is there a way to spread the total deal amount across multiple close dates? Basically, looking for a way to split out the total deal amount into increments to avoid having to create all new deals to account for those separate increments. End goal is to visualize total revenue expected across time.

 

Thanks!

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HubSpot Moderator

Hi @Trevor Welcome to the community. At this time there is not a way to spread deal amounts over incremental closing dates.  Your best resort is to create seperate smaller deals over the life of sales cycle. 

 

Great idea though. Can you add this as a post to our ideas forum

 

Thank you,

 

Ed 


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Regular Contributor

Thanks!

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New Contributor

Try checking out www.quarterone.com - I think this might solve the problem

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New Contributor

Check out www.quarterone.com - they have resolved this issue

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New Contributor

I'd like this feature too.

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