Spread revenue for a deal over multiple monthsSOLVE
Hi, I've been trying to find an answer to what I'm looking to accomplish. I've found similar but not the same scenarios. So here it is:
- We are a professional services company
- When we create a deal and deal value - let's say $50,000
- When I enter the deal value today I enter one lump sum value
- I want to be able to specify tha thte deal will forecast out to $10,000 in Jan, $20,000 in Feb and $20,000 in Mar (as an example)
- Is this possible anywhere in Hubspot?
- If not, is there an integration that can help?
- Last question, is there an integration between Hubspot and Harvest?
Solved! Go to Solution.