Spread revenue for a deal over multiple months

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Occasional Contributor

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?

 

Thanks.

Doug 

1 Accepted solution

Accepted Solutions
Regular Contributor

Hi Doug,

 

At the minute there is no way to spread deals over incremental  closing dates, Have you thought about creating seperate deals over the life of the sales cycle?

I believe Zapier allowed integrations between Hubspot and Harvest.

 

Hope this helps!

Ciaran

8 Replies 8
Regular Contributor

Hi Doug,

 

At the minute there is no way to spread deals over incremental  closing dates, Have you thought about creating seperate deals over the life of the sales cycle?

I believe Zapier allowed integrations between Hubspot and Harvest.

 

Hope this helps!

Ciaran

Occasional Contributor

I am looking for a solution to the EXACT same issue.

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Regular Contributor

Hi @danielrose

 

The above solution should help?

 

If you need anything else, just shout!

 

Hope this helps! 

 

Ciaran

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Occasional Contributor

I guess, I'm confused. You ask whether the above solution helps... but in your post above you indicate that there is no solution. The idea that I would create seperate deals for each month of the deal is not viable. 

 

So I guess the answer is "no" the problem is not solved. If anyone else has any ideas I'd love to hear them. 

Occasional Contributor

Agreed....multiple deals over many months isn't really an option that I'm willing to consider.

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Community Manager

Hi @danielrose and @dougt425

 

If this functionality is something you'd like to see implemented in the future, please create an idea on our ideas forum. Kudos to @TheGilldog for the suggestions and workarounds! 

 

Thanks, 

Jenny


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Occasional Contributor

Jenny thanks for the recommendation to submit it to the Hubspot Ideas site. Done.

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New Contributor

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

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