Dashboards & Reporting

Loris_Soldo
Member

Reporting on Line Items recurring revenue

Hello,

 

I'm wondering if there is a possibility to report on line items recurring revenue ? Everything seams to be in place in term of data structure but not on the reporting side.

 

It would be ideal if we could specify a start date / end date and billing frequency for each line item and be able to display that.

This would help managing discount for the first year of subscription and so on.

 

I've seen the possibility to do that at the Deal level (following this link) but this would make things messy if you have to make multiple deals for first year discount or different products for aggregations.

 

Thanks for helping on that !

ALaurentin
Participant

Reporting on Line Items recurring revenue

Hi Loris, no news ? We are a lot looking a solution for this same need....

0 Upvotes
ALaurentin
Participant

Reporting on Line Items recurring revenue

Hi everynone, i know at list 4 companies who use Hubspot and wants to to do exactly the same process including mine. It would be great if the support could help us....

0 Upvotes
AKochavi
Participant

Reporting on Line Items recurring revenue

I need it as well. No solution found yet? 

 

Loris_Soldo
Member

Reporting on Line Items recurring revenue

The most simple workaround is to build a table report with all your line items and export the underlaying data to Excel so you can build some report externaly.
But a native solution would be sweet !

SComeau
Contributor

Reporting on Line Items recurring revenue

I also need this! We just implemented line items for a SaaS offering and need to report out of the values

kvonloesecke
Community Manager
Community Manager

Reporting on Line Items recurring revenue

Hey @Loris_Soldo 

 

Thank you for reaching out! I'll invite a few experts that can share their experience and thoughts about this reporting!

 

Hey @warrendavey@Dan1@jfreeman@Josh  @Dan1 what would you advise in this case?

 

Thanks

Kristen


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ALaurentin
Participant

Reporting on Line Items recurring revenue

Any news ? 

0 Upvotes
TCook5
Participant

Reporting on Line Items recurring revenue

Has there been any update on this?

ALaurentin
Participant

Reporting on Line Items recurring revenue

Still waiting also 

0 Upvotes