Skip to content
Support Request
  • There are no suggestions because the search field is empty.

8.1 Sales Compliance and Revenue Recognition

In pursuit of keeping Hubspot Deals and Activity Logs clean and accurate, Hubspot Good Standing will be a requirement starting in January 2023. 

Good Standing is defined as meeting all 5 deal pipeline requirements as listed below. 

Two consecutive months of not meeting good standing will result in Non-Territory leads being turned off until the franchisee is back in good standing.

  • HubSpot Good Standing will be assessed on a rolling last month basis
  • In other words, in the first week of February all of a franchisee’s deals created in January, for all territories they may own, will be assessed for meeting Good Standing Requirements
  • Franchisees will be notified if they are not meeting Good Standing Requirements and will be provided with the report used to assess those requirements
  • If the franchisee believes that our assessment is incorrect, they have the opportunity to provide feedback in response to the report they are sent

Requirements are as follows:

  • 90% of events with Deal Type of Retail moved to Closed if date has passed: rolling last month
  • Less than 10 deals with Event Dates that have passed sitting in In Communication
  • Deals in Inbound for 3 days or less: rolling last month
  • Last contacted date is “known” for 90% of deals created in last month (excluding retail)
  • POS payment date aligned with Closed Won date in Hubspot within $1000: rolling last month