I need a custom a report/dashboard for ARR

[ridazaidi01]

Hi, 
I am working on a custom report to see my ARR against each month. When I hover on the bar for ARR, it should show me which deals are giving me that ARR for each month. 
How can I do that?

[karstenkoehler · Accepted solution]

Hi @ridazaidi01,

Unless you have deals for each month, this would require the recurring revenue features in HubSpot: https://knowledge.hubspot.com/reports/track-recurring-revenue-with-revenue-analytics

(These are available in Sales and Service Hub Enterprise.)

Best regards!

[karstenkoehler · Accepted solution]

Hi @ridazaidi01,

Unless you have deals for each month, this would require the recurring revenue features in HubSpot: https://knowledge.hubspot.com/reports/track-recurring-revenue-with-revenue-analytics

(These are available in Sales and Service Hub Enterprise.)

Best regards!

[ridazaidi01]

Thanks. 
I need the ARR tracking particular to a deal stage and for particular dates for that stage. Right now, I am getting for all deal Stages 

[ridazaidi01]

@karstenkoehler can you help me out with this?

[BérangèreL · Accepted solution]

Hi @ridazaidi01 and thanks for getting back to us!

Here are some resources that might help you:

- Building Custom Reports in HubSpot (FREE course)
- Create calculation and rollup properties
- Create attribution reports

Also, I'd love to put you in touch with our Top Experts: Hi @karstenkoehler, @trevordjones and @Josh do you have any tips to share with @ridazaidi01, please?

Have a great day and thanks so much!
Bérangère