Daily average revenue

[JTeagle]

We have connected our HubSpot to our platform's admin system via API and this now pulls through revenue via deals (each order is a new deal associated to a company) .
We want to create a report that shows the average daily revenue for the current month (or last 30 days) as this is a key metric the sales team will use. We. have tried looking into calculation properties for this but are struggling to find a solution. 
I am thinking we might need to create a company property for daily total revenue, completed by the API but then would be unsure on how to total this for the current month and divide by 30. 

This would be perfect as a report for our sales dashboard. 

[Ian_Matt · Accepted solution]

Hi @JTeagle ,

Hopefully I'm understanding correctly but if it's just 'what is our average sale amount daily' in a report you can set one up like below:

Use filters 'deal is closed won', 'Close date is last 30 days'

Change the amount to 'average' as seen in the screenshow instead of total and make sure your frequency is 'daily' as seen in the top right.

Let me know if I've misunderstood but hopefully that helps!

Cheers,

[aviafriat26 · Accepted solution]

@JTeagle To get a daily average revenue for the current month, here’s a straightforward approach:

1. Use the API to calculate daily revenue: Have your system update a custom property for each company with that day’s total revenue.

2. Monthly total calculation: Use a workflow or custom code to sum the daily revenue for the month so far and store it in another property (e.g., "Monthly Revenue").

3. Calculate the daily average: Divide the monthly total by the current day of the month (e.g., for November 10th, divide by 10). This gives you an up-to-date average.

Then, create a report in HubSpot using the “Monthly Revenue” and “Daily Average” properties to keep this metric front and center on your dashboard.

Let me know if that helps!

Best,

[Ian_Matt · Accepted solution]

Hi @JTeagle ,

Hopefully I'm understanding correctly but if it's just 'what is our average sale amount daily' in a report you can set one up like below:

Use filters 'deal is closed won', 'Close date is last 30 days'

Change the amount to 'average' as seen in the screenshow instead of total and make sure your frequency is 'daily' as seen in the top right.

Let me know if I've misunderstood but hopefully that helps!

Cheers,