This my 3rd attempt at getting a solution so hopefully someone can help and steer me in the right direction. I am setting hubspot up for a large services organisation and we need the pipeline deals setting up a certain way. can you help? i need:
Annual Contract Value = full annual contract value (lets say its £12,000)
In Year Contract Value = the contract value of the number of months revenue left in the financial year (lets say we start in Month 4 so get 9 months revenue £9,000)
@MStevens6 from what I can gather, it sounds like Calculated Properties might be a good approach here. For example, upon a deal closing, you have a property with some workflow logic that allows you to identify the months left in the year, then use that to calculate revenue left in the financial year based off the Closed Won deal amount.