Can you add more filters to the Recurring Revenue report?
I tried working with our Accounting team to show them how Recurring Revenue is visualized in HubSpot, and it doesn’t work for us the way it’s currently set up.
1. There isn’t a way to filter by specific Organizations/Companies to track what their specific Recurring Revenue looks like for a time period.
2. The current visualization doesn’t give an actual total for that specific time period (it will give you the new amount, the existing amount and the lost amount, but not how much is the total for that month).