# REVENUE TRACKING

**URL:** <https://community.hubspot.com/t/revenue-tracking/118889>\
**Category:** CRM\
**Tags:** enterprise\
**Created:** [October 22, 2024, 11:09am UTC](https://community.hubspot.com/t/revenue-tracking/118889 "2024-10-22T11:09:08Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![Nviale](https://avatars.discourse-cdn.com/v4/letter/n/90db22/32.png) [@Nviale](https://community.hubspot.com/u/Nviale)\
**Post date:** [October 22, 2024, 11:09am UTC](https://community.hubspot.com/t/revenue-tracking/118889/1 "2024-10-22T11:09:08Z")

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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.

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**Author:** ![Shadab\_Khan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/shadab_khan/32/12293_2.png) [@Shadab\_Khan](https://community.hubspot.com/u/Shadab_Khan)\
**Post date:** [October 22, 2024, 12:14pm UTC](https://community.hubspot.com/t/revenue-tracking/118889/2 "2024-10-22T12:14:21Z")

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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** :

- **Roll-Up Calculation on Company Level** :

- **Limitations in Time Window Reporting** :

- **Alternative Options** :

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.

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**Author:** ![BrettLee1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/brettlee1/32/204295_2.png) [@BrettLee1](https://community.hubspot.com/u/BrettLee1)\
**Post date:** [May 6, 2025, 4:12pm UTC](https://community.hubspot.com/t/revenue-tracking/118889/3 "2025-05-06T16:12:19Z")

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> * * *
> 
> [@Shadab\_Khan](https://community.hubspot.com/t5/user/viewprofilepage/user-id/513582) [Manifestation for beginners](https://thebalancedbodyblog.com/%e2%9c%a8-the-12-universal-laws-explained-in-a-way-that-actually-makes-sense/) 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** :
> 
> - **Roll-Up Calculation on Company Level** :
> 
> - **Limitations in Time Window Reporting** :
> 
> - **Alternative Options** :
> 
> 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.