Hello,
Our business is transactional, i.e. we process our customers’ transactions and charge a fee which is based on either the total number of transactions or as a percentage of total volume (depends on agreement with each customer).
We keep track of transaction numbers, volumes and revenue in our system but I would like to link those values to Hubspot so that our sales reps and team leads could track their performance in one system. Ideally I would like to have a report with following parameters:
- Customer name
- Number of transactions
- Volume of transactions (EUR)
- Revenue (EUR)
These figures would need to be split by product and by month. A history of at least this year and last year would be needed. So far I haven’t found a solution, maybe you will have some ideas or at least put it on your development list.
Hey @ABolšaitis,
I do this today with another client. We made a “Transactions” object to pass in their monthly metrics. This is a bit complex, but not overly so. The transactions object stores to count of transactions and has a date to it, say Jan 1. We can then on the company record, create a calculated field to sum up all “Transactions” objects associated with that company to get yearly volume, but can dial into a specific month if necessary. You could then create other calculated fields to pull your revenue numbers as well as long as you pass that to the transactions object.
As for getting these in, we just do a CSV import mapping the Transaciton to the Company ID stored in HubSpot.
You could also do this by using another object already in HubSpot such as deals or tickets, but this could be confusing if you’re already using those systems.
Thank you! That is what I needed.