Recurring Revenue (Upsell tracking)

Smart CRM & Sales Hub Dashboards & Reporting
1

Hello,

We have upgraded to Sales Enterprise to unlock recurring revenue tracking.

There appears to be no native way to track upsells as a percentage.

Ex:

  1. Closed won deal in January for $1000 ARR.
  2. In February, the client elects to upgrade to $1500 ARR
  3. The process in hubspot is to mark the first deal inactive, and then create a new deal labeled (recurring revenue deal type = upgrade) for the $1500.

The issue is now Hubspot thinks we have a $1500 upsell. Though it is really only a $500 upsell from the original deal.

Has anyone solved NDR tracking entirely in Hubspot?

The goal is to have a chart of the true ARR over time.

2

Hi @deanhalonen, I hope that you are well!
Great question, thank you for asking the Community!
I’d like to share these resources that might be of interest:
- Track recurring revenue in HubSpot
- Report on revenue
- The solution from @franksteiner79 on this post “Tracking Upsells from current business”
- The solution from @jolle and @danmoyle on this post “track upsales for commissions”
- The posts from @Mike_Eastwood on this thread “Tracking changes in ARR where multiyear deals step up in value”
- The solution from @ChrisoKlepke on this post “Tracking Revenue for one time sale”
I’d like to invite some of our Top Experts to this discussion: Hi @NicoleSengers, @EwaWard and @Mike_Eastwood do you have suggestions to help @deanhalonen, please?
If this is not exactly what you were looking for, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, including hopping on a screenshare if necessary.
Thank you so much :heart: and have a wonderful day!
Best,
Bérangère

3

I am surprised this has not been solved yet, and Berangere, sadly your articles also dont solve that.
We are struggling with the exact same reporting issue!