Is there a default field in HS for discounts? The information we get from running quotes directly through HS is Amount, Amount in co currency, annual CV, annual/mo recurring revenue, and TCV. We would like to track a gross amount, as well as the discount. Also, what is the best way to track annual deals paid mo vs annually, and also mo to mo customers. Thank you
@himanshurauthan this deal discount property does not seem to exist? Can you elaborate on this once again? We also struggle with having a good view on discount totals on the deal level (in our home currency euros, we also use USD and pounds currencies so these discount amounts on the line item/product lines needs to be converted to euros, to total nrs)
Yes, HubSpot has a default field for discounts called "Deal Discount." You can add this field to your deal record to track the discount amount for each deal. To add this field, go to your deal record, click "Edit Properties," search for "Deal Discount," and add it to your deal properties.
To track annual deals paid monthly vs annually, you can create a custom property on your deal record called "Payment Frequency" and add options for "Annual" and "Monthly." Then, when you create a new deal, select the appropriate payment frequency. You can then use this property to segment your deals by payment frequency and track your annual recurring revenue (ARR) accordingly.
To track month-to-month customers, you can also create a custom property on your deal record called "Subscription Type" and add options for "Month-to-Month" and "Annual." Then, when you create a new deal, select the appropriate subscription type. You can use this property to segment your deals and track your monthly recurring revenue (MRR) accordingly.
Overall, custom properties can be a powerful tool for tracking the specific data points that are most important to your business. With the right custom properties in place, you can easily segment your deals and gain valuable insights into your sales performance.
Hi. I do not find the field Deal Discount. Can you please help me? it says many places that is just to find it through the deal properties. I do not find this field there.
Hi Himanshu, thank you this is all very helpful. However, "Deal Discount" does not exist in my account. Whether I go to the deal record or through settings, it's not there. We could make a custom one, but that would not be ideal as we want that field to just be linked to our quoting tool