Spread revenue for a deal over multiple months

[dougt425]

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 

[Leadstreet-M]

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. 🙂 

[Michfoulk]

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

[danielrose]

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

[TheGilldog]

Hi @danielrose

The above solution should help?

If you need anything else, just shout!

Hope this helps! 

Ciaran

[dougt425]

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]

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

[jennysowyrda]

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

[dougt425]

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

[TheGilldog · Accepted solution]

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

[KeliStockbridge]

Hi - I am looking for the same functionality. Did anyone find a way to do this by any chance?