HubSpot Ideas

PaulMac

Deal value calculation should be: Amount (capex) + Line Items (opex) = TCV

I work as a smart buildings integrator, we track our project sales pipeline in hubspot capturing the deal amount as the value of the project. However, almost every project has a service and maintenance contract associated with the work, to capture maintenance of the systems we install and the recurring revenue associated with software licencing. Currently these (project & service) need to be tracked seperately as the deal Amount is either manual entry or replaced by the sum of the line item amount.

I would like to be able to view a total contract value as Amount + Line Items, with both going to their respective reports for "Total won" and "Recurring Revenue" reports.

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