Hey everyone, how are you booking these types of deals in your SFDC or Hubspot instant? Trying to understand if you split into multiple opportunities or somehow track on one
Jan 2025 New 3 Year Deal: $100K Year 1, $125K Year 2 and $175K Year 3
Come Jan 2026 your team has actually done an expansion for $50K more in Year 2 and $100K more in Year 3 but also extended to Year 4
How would you record this in CRM to show source of truth
Part of me says to "correct Deal 1" at have that just show 1 year deal and then show a "renewal" in Year 2 for another 3 years
Alternatively can keep Deal 1 and show Expansion opp for Year 2 and another for Year 3 and show a "very early renewal" for Year 4
Revenue side has it correct but we're having reporting issues in CRM if we book as 1 New Opp and 1 Expansion opp because it double counts the dates and TCV
