Hey there @winsorcm. @kennedyp has a great clarification question on how the data is coming into HubSpot.
I’ll make a couple of assumptions in the meantime, and maybe this will help:
In order to create the combined revenue report that includes both Shopify orders and HubSpot payments, I’d try this:
First, ensure you’re using the Deals object in HubSpot to track both Shopify orders and HubSpot payments. Shopify orders are automatically synced as deals in HubSpot when the integration is set up correctly, so that should help.
For HubSpot payments, ensure they are also being recorded as deals in your HubSpot CRM. You may need to set up a workflow to create deals automatically when payments are received through HubSpot.
Then, create custom properties for your deals to differentiate between Shopify orders and HubSpot payments. Here’s what I’d probably try:
- “Revenue Source” (Dropdown): Shopify / HubSpot
- “Order/Payment Date” (Date): To track when the transaction occurred
Next, use HubSpot reporting to build a custom report with these settings and fiters:
- Report type: Time series
- Data set: Deals
- Y-axis: Sum of Amount (deal value)
- X-axis: Week (based on Order/Payment Date)
- Breakdown: Revenue Source
Now, to create the triple line graph, add three data series to your report:
- Filtered for Revenue Source = Shopify
- Filtered for Revenue Source = HubSpot
- Total (no filter)
This approach uses the Deals object as the common denominator for both revenue sources, allowing you to combine and compare them efectively. And of course it relies on having your Shopify integration set up and syncing order data correctly to HubSpot, and all HubSpot payments being recorded as deals with the correct properties for accurate reporting.
Hope that helps!