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DELIVERY MODULE 2 to 3 weeks

Advanced Business Logic & Calculations

Build calculation properties, a custom coded workflow action and rule-based branching in HubSpot for commissions, margins, scores or eligibility, tested against your own worked examples.

Delivery module

AU$1,600

2 to 3 weeks

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What this module actually does

Included

Client has the agreed commissions, margins, scores or eligibility worked out automatically on their HubSpot records.
Client has a workflow that acts on the results, such as setting flags, creating tasks or notifying owners.
Client has every calculation checked against their own worked examples.
Client has a written explanation of how each calculation and rule works.

Not included

Accounting system reconciliation
Tax compliance logic
Payroll or statutory reporting
Full finance system replacement
Calculations that need data from systems outside HubSpot (Custom API / Middleware Integration module)
Lead scoring models (Lead Scoring Configuration module)
More than 5 calculation properties, 1 custom code action or 1 rules workflow
Custom object creation
Reports and dashboards built on the results
Record view or layout changes to show the results
HubSpot subscription upgrades or licence costs
Recalculating historical records beyond what HubSpot does automatically or the workflow enrols

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Confirmation of your HubSpot subscriptions: Professional or Enterprise for calculation properties and workflows, Data Hub Professional or Enterprise for the custom code action, and Enterprise to restrict who can see a property, needed before Kickoff
Partner Admin access to HubSpot for King Henry, needed before Kickoff
A description of each calculation or rule, with the formula, rates, thresholds and the records it applies to (your current spreadsheet is ideal), needed before Kickoff
At least 3 worked examples per calculation with the expected result, needed before Testing
Which users or teams should see the calculated data and who must not, needed before Property Access
Sign-off on the tested results before the workflows are turned on, needed before Walkthrough

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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