We have several partnerships and affiliates with whom we work, and we need a way to report on potential ongoing revenue and membership. For example, we have a partnership with XYZ Broker, who offers our product to ABC Company’s employees. Maybe 50 employees sign up in January, 30 in February and maybe 100 in March. How do we track and report on this type of ongoing revenue? It’s is all extremely manual right now, and I’m not even sure how to set our HubSpot system to effectively capture all of this.
Appreciate any help, suggestions, insight!
@SDavis37 I recommend using a platform like Referral Rock.
I’ve integrated this for lots of clients before and it works very well for the example that you are referencing in your post.
That might work, but we’re looking for more of a tracking and reporting function rather than an incentive program. Any other recommendations?
@SDavis37 I believe the incentive portion of this platform is optional, you don’t have to enable the incentive aspect. Therefore, you could use the platform solely for tracking and reporting of those that are selling your products/services.
Hi @SDavis37 ,
If I am not wrong, I believe you wanna track number of closed deals/ Created Deals every month.
If so then yes, It can be done in Custom reports of Hubspot.
Go to Reports> Create Report> Custom Report>
X- axix: Close date/ Create date - Monthly
Y- aixis: Deal Name/ Deal ID
Hope it helps!
Thank you.
