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juil. 13, 20228:54 AM - modifié juil. 13, 20229:03 AM
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Deals with multiple price components with free version
Hi there,
we have an enterprise marketing version but a free sales version.
I managed to create a solution for what we want (without having the opportunity to add product lineitems since we use the free version for sales): calculate dealsize on fixed amount + x months * monthly amount.
A sanity check if this is the right way I did it, or that a simpeler solution is available.
I added 2 properties: fixed amount (F) and montly amount (M).
Then I added a calculated property (great option...) : 'Calculated TCO' with a formula: F + 48*M. This value is automatically calculated 'allways'. Reason why I did this via 'calculated TCO' is that I can't do similar calculations in workflows. Then I created a workflow with as trigger 'Calculated TCO' exists. And important: the same condition must be selected for reregistering (i.e.: records will be selected again for this workflow afterwards) This will fire the workflow whenever the calculation is done. In the workflow I simply copy CalculatedTCO to the Hubspot standard Dealsize and it works in reports etc.
Deals with multiple price components with free version
@MvanBruggen from what I can see, this makes sense. And if it's working each time and showing up in reports, I'd say nice work! I like seeing cool hacks in the real world.
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!