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Spreading deal values across months
Spreading deal values across months

A guide to spreading deal values over multiple months - automatically or manually.

Michael Foulkes avatar
Written by Michael Foulkes
Updated over a week ago

Spread Automatically from your CRM

Automatically split deal values across multiple months using a custom deal field in your CRM. Follow our Automatic deal spreading article for further information.

Prorata Off: Recommended for business selling fixed monthly licences or retainers where deals are straight-lined or spread evenly across months.

Prorata On: Recommended for business with variable first and last month billing where deals are based on the number of days within the first and last month of active subscription. Months are computed on a 30-day basis.

Note, even when deals are automatically spread, manual adjustments can still be made from the Pipeline grid page.

Assistant: Automated Spreading

Spread Manually from the Pipeline page

Manually spread deal values across months with all the flexibility of a spreadsheet using the Pipeline page. Follow our Manual deal spreading article for further information.

Recommended for business selling services with adhoc milestones where deal revenue might be vary significantly across months.

NEW - Custom Spreading

If you'd like to spread deals across months using some unique or custom logic, such as spreading with a ramp-up period or using other input fields, please let us know. We're happy to look at your requirements and see what we can do to help.

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