Annual Revenue

[HKe]

As a HubSpot admin involved in leadership, sales, and some marketing, the current setup/definition for annual revenue at the company and contact levels is not useful for me or my teams. We need the annual revenue field at the contact level to reflect the annual revenue for each individual contact for current year—this would be valuable for sales, marketing, and leadership alike. It's surprising this isn’t a standard property.

If anyone has managed to populate this field at the contact level using a custom property or workflow, I’d greatly appreciate insights on implementing it for my business. Thank you!

[jforte · Accepted solution]

@HKe I'll assume that information is held on the object on your account. Now, the solution will depend on how your team uses Hubspot.

1) If the Deal's are individual and you only have 1 contact associated to them and your only goal is to have it somewhere where everyone can see the value on the contact level.
- Use the Custom Report Builder option on Reports and use both contact and deal data sets. That way you'll be able to see the value of the deal by associated contact.

2) If you have several contacts associated to a deal but you only want to have a specific one holding that information.
- Go to settings > Under Data Management click on Objects and select Deals > On the tabs laying on the top click on Associations and build a Deal <> Contact label in this example let's call it "Main".
- Now, go to contacts build a "property sync" property and set it to only get the information of deals where the contact as that type of association.
- Voilá! You'll have the data the way you want it now it's up too you how you want to see it 🙂

Tip 01) You're able to associate all the past Deals <> Contacts in bulk by imports
Tip 02) It will be smart to create a property to count how many "Main Contacts" your deal has and create alerts to someone managing your CRM when your sales team sets more than 1.

[Lucila-Andimol · Accepted solution]

Hi @HKe 

MRR and ARR has always been a challenge with HubSpot.

If you have Enterprise licences, you have a couple more tools available that you can see here.

But, you can either choose to create a calculated property for closed won deals

or you can have a custom card showing the information that you want to see at Contact or company level.

this custom card needs to be develop for your business.

You can also try 3rp party tools like Dear Lucy to generate that data/reports.

hope this helps

[HKe]

This is exactly the solution I needed to address this issue, and I plan to implement it right away. I’m hopeful it will work perfectly. Thank you for providing a way to make this information accessible at the contact level, benefiting all teams.

Previous attempts to solve this relied on reports, which only provided AR data and not the value at the contact level. While I already had the report-based solution, it required extra time to view the report instead of having this critical value readily available—a must for our successful sales representatives.

😁

[jforte · Accepted solution]

@HKe I'll assume that information is held on the object on your account. Now, the solution will depend on how your team uses Hubspot.

1) If the Deal's are individual and you only have 1 contact associated to them and your only goal is to have it somewhere where everyone can see the value on the contact level.
- Use the Custom Report Builder option on Reports and use both contact and deal data sets. That way you'll be able to see the value of the deal by associated contact.

2) If you have several contacts associated to a deal but you only want to have a specific one holding that information.
- Go to settings > Under Data Management click on Objects and select Deals > On the tabs laying on the top click on Associations and build a Deal <> Contact label in this example let's call it "Main".
- Now, go to contacts build a "property sync" property and set it to only get the information of deals where the contact as that type of association.
- Voilá! You'll have the data the way you want it now it's up too you how you want to see it 🙂

Tip 01) You're able to associate all the past Deals <> Contacts in bulk by imports
Tip 02) It will be smart to create a property to count how many "Main Contacts" your deal has and create alerts to someone managing your CRM when your sales team sets more than 1.

[jforte]

Hey @HKe can you give more context about your end goal?

[HKe]

Our goal is to have Annual YTD revenue available as a contact-level
property, as we're a B2B business working mainly with small, privately held
companies. Having this data readily accessible will allow sales,
leadership, and marketing to effectively manage accounts.
Thank you!
Heather