I’m wondering if there is a possibility to report on line items recurring revenue ? Everything seams to be in place in term of data structure but not on the reporting side.
It would be ideal if we could specify a start date / end date and billing frequency for each line item and be able to display that.
This would help managing discount for the first year of subscription and so on.
I’ve seen the possibility to do that at the Deal level (following this link) but this would make things messy if you have to make multiple deals for first year discount or different products for aggregations.
The most simple workaround is to build a table report with all your line items and export the underlaying data to Excel so you can build some report externaly.
But a native solution would be sweet !
Hi everynone, i know at list 4 companies who use Hubspot and wants to to do exactly the same process including mine. It would be great if the support could help us…
I also critically need this to track revenue, can we have an update? We upgraded to “Revenue Analytics” assuming it would then be possible but it’s not even the case.
I will have to look for alternative CRM if such flexibility is not provided soon.
we need reporting on line items - some are ARR some are not and we need to have the possibility to report on both (!with currency convertion in aggregation)
I need this as well. I would like to be able to see gross revanue by line item.
Currently, if an invoice is created with a line item, then there is an association between the line item in the product catalog and the invoice. I think the best way to implement this would be to extend this assocation one step further: insteaed of just recording the fact that they are assocaited, record what amount of the gross revanue of the invoice is attributable to the line item.