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Automatic deal spreading
Automatic deal spreading

Automatically spread deals over multiple months based on inputs in your CRM system - spread deals in QuarterOne straight from your CRM.

Michael Foulkes avatar
Written by Michael Foulkes
Updated over 3 years ago

How it works

  • Create a "number of months" deal field in your CRM - we call this the Duration field

  • QuarterOne will then spread deals values evenly across multiple months from their close date based on this Duration field.

  • Choose between spreading deals evenly across all months, or if you have a daily based pricing model, then toggle Prorata 'on' to adjust the value for the first and last months of the Deal Duration.

  • Result - single deals can be split across several months. Perfect if your want to break-down a licence or retainer agreement into monthly fees without creating several deals. This is also very useful if you want to split large projects into monthly milestones. 

Note - even when deals are automatically spread evenly across months, Manual override adjustments can still be made to deals using the Pipeline Grid page in QuarterOne.

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.

How to do it

Step 1 - Create a custom field in your CRM

Note - this is only necessary if no equivalent field already exists in your CRM.

HubSpot - Creating a custom field in HubSpot CRM

  1. Login to HubSpot and go to Settings -> Properties -> Deal Properties -> Create Property

  2. Set property type to a "Number" field.

  3. Set other property fields (name, description) as you wish. You can give the field whatever name and description you wish. Many customers use the names "Duration (months)" or "Length in months" for example.

 

Pipedrive - Creating a custom field in Pipedrive

  1. Login to Pipedrive and go to Settings -> Customize fields -> Add deal field

  2. Set field type to a "Numerical" field.

  3. Set field name to whatever you wish. Many customers use the names "Duration (months)" or "Length in months" for example.

Step 2 - Map this new custom field to QuarterOne

Once you have created a custom number field in your CRM, it must be mapped to QuarterOne's Duration field.

  1. Log in to QuarterOne and go to Settings -> Assistant -> Adding New Deals to QuarterOne

  2. Apply the field created in Step 1 (above) to the Optional "Duration" field drop down

  3. Click "Yes, all deals" to re-spread existing deals. Or click "New Deals Only" to apply to apply spreading to future new deals only.

  4. Toggle "Prorata first and last months" to adjust spreading accordingly

  5. Choose between "Yes, all deals" or "New Deals Only" similar to Step 3

Note - By default Prorata spreading is turned off. Prorata spreading only affects the first and last months based on the Duration of the Deal, the Closed Date, and a 30 day month period. Example below:

Deal Value: 60,000.00

Closed date: April 11

Duration: 2

April

May

June

20,000.00

30,000.00

10,000.00

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