topic Re: Tracking Revenue Across Multiple Months in Dashboards & Reporting

Tracking Revenue Across Multiple Months

Vasiki — Thu, 30 Jan 2025 15:09:41 GMT

Hi all,

Is HubSpot ideal for revenue tracking the way Finance tends to measure? I know its good for capturing deals that were closed in month and counting those dollars. But what if for instance I close a $12K deal in December of '24 but I want it split $1K over the course of 2025? I know there's recurring revenue but the reporting for that is limited and cannot be added to dashboards like I would like.

The tool is fine for tracking progress to goals from a sales perspective (e.g. closed in month), but cant seem to appropriately account for contract revenue being applied across multiple months. Has anyone run into an issue like this?

Re: Tracking Revenue Across Multiple Months

BérangèreL — Fri, 31 Jan 2025 08:14:14 GMT

Hi @Vasiki, I hope that you are well!

Great question, thanks for asking the HubSpot Community!

I have found similar threads that might guide you:

- The solution from @MBarakat on this post "Deal Amount vs Revenue Hit"
- The solution from @HubDoPete on this post "Is it possible to split deal amount value across multiple months?"
- The solution from @TheGilldog on this post "Spread revenue for a deal over multiple months"

Also, I'd love to put you in touch with some of our Top Experts: Hi @ArtyCele, @GCasali and @HubSpot_Corey is there any workaround you can think of or do you have other suggestions to help @Vasiki, please?

Have a lovely weekend and thanks so much!

Best,
Bérangère

Re: Tracking Revenue Across Multiple Months

aviafriat26 — Fri, 31 Jan 2025 14:36:30 GMT

Hey @Vasiki,

HubSpot is great for tracking closed deals and revenue from a sales perspective, but for spreading revenue across multiple months, you’ll need a workaround. One option is to create a custom property for monthly revenue and use workflows to allocate portions of the total deal value over time. While recurring revenue reporting isn’t natively built into dashboards, you can structure reports using calculated properties or custom reports to track revenue distribution more effectively.

Re: Tracking Revenue Across Multiple Months

BérangèreL — Mon, 03 Mar 2025 13:23:01 GMT

Hi @aviafriat26, I hope that you are well!

Thank you for your help! ❤️

Hi @Vasiki, are you all set or do you still need help?

If yes, @aviafriat26 could you share an example of a workflow to allocate portion of the total deal value over time to help @Vasiki, please?
What would be the trigger? The property used? and the actions in the workflow?

Have a nice day and thanks so much!

Best,
Bérangère