I need to track customer history and manage current revenue by allowing me to aggregate revenues over specific time windows using filters. These revenues are expected to be linearly distributed across a defined “competency period”. This should be possible for individual companies as well as aggregated across companies.
Current Setup:
I have created two custom properties:
Durata Contratto (Giorni): This calculates the number of days between the contract start and end date & Daily Revenue: This calculates the average daily revenue as the total contract value divided by the contract duration.
Issue:
Since the daily revenue is a constant for each deal, I am unable to generate custom reports that show the total revenue between two dates, or for a specific period like from March 1 to today.
How can I create reports that correctly sum up the total revenue for a chosen time window? . For this reason I had created the Daily Revenue property which calculated the revenue attributable to a single day, the problem is how to use it to do so.
Hi @Nviale ,
It looks like you’ve got a fairly complex setup for tracking revenue, and I can see why this isn’t giving you the result you’re looking for. Based on my experience, the current method won’t fully achieve the revenue tracking you need for specific periods.
Here’s what I’d recommend or consider:
-
Current Setup Limitation:
- While you have the contract duration (days) and daily revenue fields, multiplying these fields might give you the total revenue at the record level, but it won’t give you a true time-specific revenue tracking.
- This setup will simply aggregate the total revenue for the deal, but once you try to roll this up into a report across multiple deals (e.g., over different periods or windows), it becomes a mishmash because each deal has different contract lengths and start/end dates.
-
Roll-Up Calculation on Company Level:
- If your goal is to track total revenue across associated companies, you could try creating a roll-up calculation field at the company level. This way, you’d associate deals with the company and roll up those values. However, this will still present limitations in time-specific tracking.
-
Limitations in Time Window Reporting:
- Unfortunately, this approach won’t easily allow you to get the total revenue for a specific time window (like from March 1 to today) since each deal’s revenue is spread across its own unique contract period.
- HubSpot’s custom reporting isn’t quite built to handle the type of granular, time-based aggregation you’re trying to achieve here.
-
Alternative Options:
- I’d recommend exploring more advanced reporting options, potentially using an external tool or exporting the data into a system that supports more granular calculations for your specific use case.
I’d love to learn more about exactly what you’re trying to accomplish. If you can send me a Loom video or some additional details, I’d be happy to review it further and give you more in-depth recommendations.
@Shadab_Khan Manifestation for beginners wrote:
Hi @Nviale ,
It looks like you’ve got a fairly complex setup for tracking revenue, and I can see why this isn’t giving you the result you’re looking for. Based on my experience, the current method won’t fully achieve the revenue tracking you need for specific periods.
Here’s what I’d recommend or consider:
Current Setup Limitation:
- While you have the contract duration (days) and daily revenue fields, multiplying these fields might give you the total revenue at the record level, but it won’t give you a true time-specific revenue tracking.
- This setup will simply aggregate the total revenue for the deal, but once you try to roll this up into a report across multiple deals (e.g., over different periods or windows), it becomes a mishmash because each deal has different contract lengths and start/end dates.
Roll-Up Calculation on Company Level:
- If your goal is to track total revenue across associated companies, you could try creating a roll-up calculation field at the company level. This way, you’d associate deals with the company and roll up those values. However, this will still present limitations in time-specific tracking.
Limitations in Time Window Reporting:
- Unfortunately, this approach won’t easily allow you to get the total revenue for a specific time window (like from March 1 to today) since each deal’s revenue is spread across its own unique contract period.
- HubSpot’s custom reporting isn’t quite built to handle the type of granular, time-based aggregation you’re trying to achieve here.
Alternative Options:
- I’d recommend exploring more advanced reporting options, potentially using an external tool or exporting the data into a system that supports more granular calculations for your specific use case.
I’d love to learn more about exactly what you’re trying to accomplish. If you can send me a Loom video or some additional details, I’d be happy to review it further and give you more in-depth recommendations.
Thankyou for this solution.