Spread revenue for a deal over multiple months

SOLVE
dougt425
Participant

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
TheGilldog
Solution
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

View solution in original post

9 Replies 9
TheGilldog
Solution
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

View solution in original post

danielrose
Participant

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

TheGilldog
Contributor

Hi @danielrose

 

The above solution should help?

 

If you need anything else, just shout!

 

Hope this helps! 

 

Ciaran

0 Upvotes
dougt425
Participant

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. 

danielrose
Participant

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

0 Upvotes
jennysowyrda
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

0 Upvotes
dougt425
Participant

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

0 Upvotes
Michfoulk
Member

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

Leadstreet-M
Participant | Diamond Partner

I'm aware this is an old post, but I stumbled upon this today, searching for a solution.
So for everyone landing on this post... 🙂
Like @Michfoulk mentions: check out the options of the www.quarterone.com solution.
We are pretty excited about it. 🙂 

0 Upvotes