How Can Hubspot Calculate Apprenticeship Financials for enrolments?

The deal view will have a new section added which shows the financial fields once the 'enrolling' stage is reached, it will remain there once a deal is enrolled as this allows us to alter the year one price if an apprentice withdraws within year 1.

Calculation fields have been built to make this as easy as possible and the following guide walks you through how and where to find and update these fields (please note I slightly altered the layout of the financials tab following the 'make' on this video, so the fields appear in a slightly different order to that seen on screen, but to make it easier to see what properties you have and need to update)

Please see the 007 version shared to teams channel for manager's hubspot resources if you need to use excel formulas to create an import to bulk update deals post enrolment :)

Please remember, if you want to use an import to bulk update the financials for all deals, you will need to add the record id and deal name form hubspot, and ensure you set the import to 'update deal only' not to create and update, otherwise you will duplicate deals already in the system.

Top tip you can use this import to ensure apprentice DOB and ULN ar ein the system to make them easie rto find in future, as well as to update the subject tiers for the deal, but I would advise not importing all fields as sometimes the007 information is not accurate, and it will over write the deal information if you import it.  
You will have to ensure all data is in one sheet to import, you must record id, deal name and financials info (LOP in months, months in year 1 and all 3 prices - training, assessment and total value) in order for calculation fields to work.