Dashboards & Reporting

deanhalonen
Member

Recurring Revenue (Upsell tracking)

Hello, 

 

We have upgraded to Sales Enterprise to unlock recurring revenue tracking. 

 

There appears to be no native way to track upsells as a percentage. 

 

Ex:

  1. Closed won deal in January for $1000 ARR. 
  2.  In February, the client elects to upgrade to $1500 ARR
  3. The process in hubspot is to mark the first deal inactive, and then create a new deal labeled (recurring revenue deal type = upgrade) for the $1500. 

 

The issue is now Hubspot thinks we have a $1500 upsell. Though it is really only a $500 upsell from the original deal. 

 

Has anyone solved NDR tracking entirely in Hubspot?

 

The goal is to have a chart of the true ARR over time. 

2 Replies 2
JFrey
Participant

Recurring Revenue (Upsell tracking)

I am surprised this has not been solved yet, and Berangere, sadly your articles also dont solve that.
We are struggling with the exact same reporting issue!

0 Upvotes
BérangèreL
Community Manager
Community Manager

Recurring Revenue (Upsell tracking)

Hi @deanhalonen, I hope that you are well!

Great question, thank you for asking the Community!

I'd like to share these resources that might be of interest:

- Track recurring revenue in HubSpot
- Report on revenue
- The solution from @franksteiner79 on this post "Tracking Upsells from current business"
- The solution from @jolle and @danmoyle on this post "track upsales for commissions"
- The posts from @Mike_Eastwood on this thread "Tracking changes in ARR where multiyear deals step up in value"
- The solution from @ChrisoKlepke on this post "Tracking Revenue for one time sale"

I'd like to invite some of our Top Experts to this discussion: Hi @NicoleSengers, @EwaWard and @Mike_Eastwood do you have suggestions to help @deanhalonen, please?

If this is not exactly what you were looking for, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, including hopping on a screenshare if necessary.

Thank you so much ❤️ and have a wonderful day!

Best,
Bérangère


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