Renewable/Recurring Deals

Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. 

 

This means we don't have to create a new deal each time and move it to the closed stage in order to show the closed amount in the performance dashboard Guiño

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Renewable/Recurring DealsEquipo de producto de HubSpot
changed to: Being Reviewed
hace 2 semanas

107 Comentarios
Experto titular

@charliepinker are you using workflows?

Colaborador habitual

@gelflex-cc Not for the summing of deal MRRs that I just mentioned (that just uses calculated fields), but yes I use workflows for other things like creating tasks and updating fields when forms are filled in or when deals are closed etc.

Experto titular

@charliepinker Can you explain the calculation again? I missed it.  Thanks.  I use the free version so no workflows. 

Colaborador habitual

I don't know if you have calculated fields on the free version? Do you see it as an option when you create a property?

Screenshot 2020-01-23 at 14.49.28.png

Experto titular

@charliepinker AHHH. probably not.  Thanks.

Colaborador ocasional

This would reduce friction with the sales team.

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: Being Reviewed