I have a report which pulls Annual Recurring Revenue from Line Items on Closed deals.
I have line items on that run 12 months from 1/07/23 on deal 1 (£57k) and 12 months from 01/07/24 on deal #2 (£57k).
Yet the report is still counting the ARR from deal 1 even though the line item has expired a couple months ago and is showing £114k in ARR against this company as a result.
Report that shows AAR actual and TCV actual (closed won) as well as ARR forecast -
This is what I’m trying to ask. It seems though that hubspot doesn’t have this funcitonality so we’ve made a workaround by calculating start and end dates for contracts and filtering reports based on whether the contract end date has passed or not
That’s going to be hard to achieve in the standard reporting tool as there’s no way to ‘drop off’ a line item’s revenue by using the close date property. If you’re trying to get a better idea of ARR in a given period and have sales or service enterprise, I strongly suggest implementing recurring revenue tracking.
