HubSpot now gives you access to detailed revenue data through Contracts. Not just what was sold, but what was committed and how that changed over time through upgrades, downgrades, and renewals. To help you hit the ground running, we’ve added four new reports to the analytics suite under Revenue > Contracts:
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MRR Waterfall by month — see how your recurring revenue is moving across new business, upgrades, downgrades, churn, and renewals
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Net New MRR by month — isolate revenue movement from new business only
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Booked MRR by month — track the run-rate impact of newly signed contracts
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Booked TCV by month — understand the total value and mix of new commercial activity in a period
HubSpot has had ‘revenue’ reports that pulled from Deal data, but with Contracts now available, we can be more specific. Here’s the distinction:
| Stage | What it measures | What we now call it |
|---|---|---|
| Pipeline (open deals) | Expected deal value | Forecast Amount |
| Pipeline (closed-won deals) | Deal amount closed | Sales Amount |
| Contracts & Invoices | Booked, contracted, billed, collected | Revenue |
With that distinction in place, a handful of reports and folders that previously used “revenue” to describe deal amounts are being renamed (full list below).
No action needed — the logic isn’t changing, just the names. All changes take effect automatically on [Sep 16], and your existing reports, dashboards, and goals will continue to work.
Full changes below:
| Category | Old Name | New Name |
|---|---|---|
| Analytics Suite Folder | [Sales] Forecasts & Revenue | [Sales] Forecasts & Sales |
| Goal Template | Forecastable Revenue Goal Template | Forecastable Quota Goal Template |
| Goal Template | Revenue Goal Template | Quota Goal Template |
| Report | Deal Revenue by Source | Sales by Original Traffic Source |
| Report Data Source | Contacts, Deals, Revenue | Contacts (Created), Deals (Created), Deals (Closed Won Amount), Orders (Revenue Amount) |
| Report Template | Deal Revenue Forecast by Stage | Sales forecast by deal stage |
| Report Template | Closed Revenue by Source | Sales by Original Traffic Source |
| Report Template | Deal Stage Weighted Revenue per Day vs. Goal | Deal Stage Weighted Sales Forecast per Day vs. Goal |
| Report Template | Company Revenue by close date with source breakdown | Company Sales Forecast by close date with source breakdown |
| Report Template | Deal split revenue attainment | Deal split quota attainment |
| Report Template | Company revenue by first conversion | Company sales by first conversion |
| Report Template | Closed deal revenue amount by source over time | Closed deal amount by source over time |