Deal Pipeline Waterfall - ARR

[Devin_Cook]

We need the ability to use the out of the box Deal Pipeline Waterfall dashboard in ARR (annually recurring revenue). We are unable to customize the data field (amount) on the standard report.

Has anyone found a work around?

[Vj_Srini · Accepted solution]

Hey @Devin_Cook You can possibly push the data out to Google Sheets or Excel to format and visualize the data there. You can use Coefficient Hubspot Connector to automate this process. Here's the MRR Dashboard template that you can take inspiration for this workaround possibly. 

https://coefficient.io/dashboard-examples/hubspot-mrr-dashboard

You can even embed Google Sheets on HubSpot Dashboards. So, the data gets auto-updated and you can still access the charts on HubSpot. Tutorial video for reference - https://www.youtube.com/watch?v=3-3XYKqE6gA

[PForno]

Please make this a native feature in HS instead of requiring an add-on.

[Vj_Srini · Accepted solution]

Hey @Devin_Cook You can possibly push the data out to Google Sheets or Excel to format and visualize the data there. You can use Coefficient Hubspot Connector to automate this process. Here's the MRR Dashboard template that you can take inspiration for this workaround possibly. 

https://coefficient.io/dashboard-examples/hubspot-mrr-dashboard

You can even embed Google Sheets on HubSpot Dashboards. So, the data gets auto-updated and you can still access the charts on HubSpot. Tutorial video for reference - https://www.youtube.com/watch?v=3-3XYKqE6gA

[Jaycee_Lewis]

Hey, @Vj_Srini 👋 Thanks for sharing a 3rd-party option for @Devin_Cook to consider. — Jaycee

[BérangèreL]

Hi @Devin_Cook, I hope that you are well!

I'd love to put you in touch with our Top Experts: Hi @MHolt88, @danmoyle and @Josh can you think of another way to achieve this for @Devin_Cook, please?

Thanks so much and have a great day!
Bérangère

[danmoyle · Accepted solution]

@BérangèreL thanks for the tag - but I don't think I have a different suggestion than @Vj_Srini did for @Devin_Cook. Since the Sales Analytics “Deal pipeline waterfall” report is hard‑coded to use the standard Amount property, and customizing that metric to ARR or another numeric deal property is not supported... I've also seen the expoert to a Sheet as a solution. I've also seen a connector like Coefficient’s HubSpot integration suggested. It should help to automate pushing deal data (with ARR) into Sheets on a schedule and keep the embedded chart auto‑updated. 

[Jaycee_Lewis]

Hey, @Devin_Cook 👋 Thanks for the interesting question. I don't see a documented workaround. We'll leave this open in case other community members have dealt with similar challenges. — Jaycee