Improve Renewal/Upgrade/Downgrade/Churn documentation and functionality
I have been building a HubSpot native solution for our renewal process. This consists of custom properties and workflows.
First of all, the documentation from HubSpot is under par. It was really hard to figure out how it actually works and how it impacts the Revenue Analytics tool (new/existing/lost recurring revenue). I suggest this part of the documentation needs to be strongly improved.
Secondly, it would be really useful to be able link Deals. For example, create a link from the original Deal (New Business), to the Renewal Deal and so forth. This is currently not possible.
Thirdly, it would also be very useful to allow for date property calculation. When a Deal renews, calculate the next renewal Date (for example, Close Date + Term). I don't want to use 3rd-party tooling for this.
Lastly, it would be great if a vanilla implementation (or have out of the box support for renewals) will be made available. I have created several custom properties and workflows which took me a substantial amount of time, as we have complex contracts with our customers (for example auto renewals, auto renewals with a cap, manual renewals).
As we move more and more to SaaS business, I'm pretty sure there a several other HubSpot users with the same challenges.