A guide to spreading deal values over multiple months. Deal values can be spread over multiple months automatically from your CRM or manually using the Pipeline grid.
Spread Automatically from your CRM
Automatically split deal values evenly across multiple months using a custom deal field in your CRM. Follow our step-by-step guide to spread deals automatically for further information.
Recommended for business selling fixed monthly licences or retainers where deals are straight-lined or spread evenly across months.
Note, even when deals are automatically spread, manual adjustments can still be made from the Pipeline grid page.
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 step-by-step guide to spreading deal values manually for further informaiton.
Recommended for business selling services with adhoc milestones where deal revenue might be vary significantly across months.