Recurring Revenue Reporting

HubSpot Ideas
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Status: Idea Submitted

1

I’m not convinced you Revenue Analytics piece is working quite as it should.

Had a customer who changed their monthly subscription to a lesser amount.
So the old Deal was marked as Downgrade (changed to Churned) and had a RR Inactive date set.

The new Deal was set up. However by putting the Deal ‘Recurring Revenue Deal Type’ as ‘Downgrade’ that also then appeared in the Lost revenue report as well. It only appears as New Revenue is I put it as ‘New Business’.

I don’t think your reporting is accurately reflecting what the customers are going.

Thanks to Hallie in your support team for her patience and for suggesting I bring my thoughts to this forum

2

Hi Development Team!

I’m having the issues. LRR appeared for me once and never has again.

The last bottleneck was I didn’t realised the deal stage it is entered into to trigger the inactive date and reason had to be a probability of LOST.

That is all still in place, properties are being filled out as they should, but still the Revenue Analytics isn’t updated.

3

I am experiencing exactly this pain also - when a Deal is marked as a Downgrade, surely the Lost Revenue should be a calculation of the delta between Old and New RR Amounts, currently it shows as though the WHOLE RR amount is lost - it makes the functionality unusable for us