Line Items Quarterly Report

Smart CRM & Sales Hub CRM
1

Hi, I’m trying to create a report using Line Items.
For example, I created a new line item named “A” with a Total Contract Value (TCV) of $50 million and a term of 5 years (or 60 months).

How can I break down the TCV value to calculate the yearly and quarterly revenue from this line item and visulaize in the report?

2

Hey, @Gokul_UST :waving_hand: Welcome to our community!

To get the best and most accurate advice from our community experts, could you provide a bit more detail?

  • are you using the Custom Report Builder?
  • could you share a screenshot (with any sensitive data blurred) of what you have tried to build so far in the report editor?

The more information you provide, the faster our members can help you solve this.

Thanks! — Jaycee

3

Hi Jaycee, yes Im using custom report. Below report shows the TCV as 50 Million, I would like to see a break of These 50M for Term i.e 60 Months. Example if the Billing start Date is 15th August 2025. What is 2025, 2026, 2027, 2028 Revenue?

Gokul_UST_0-1750936418669.png
Gokul_UST_0-1750936418669.png1848×691 165 KB

4

Hi @Gokul_UST,

You can try this approach:1. Create Custom Properties
Add custom properties to your Deal (or Contract) object for:

  • Total Contract Value (should be provided by HubSpot)
  • Annual, Quarterly, and Monthly Values (e.g., annual_value_2025, quarterly_value_2025_q1, monthly_value_2025_01, etc.)

2. Populate the Custom Properties

  • Fill in these properties with your contract breakdown amounts. You can do this manually, or set up a HubSpot workflow to calculate and distribute the amounts automatically.

3. Build Your Custom Report

  • Use HubSpot’s Report Builder to build a custom report: Group and sum by year, quarter, or month using your custom properties.