Reporting on Line Items recurring revenue

Loris_Soldo
Member

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 !

4 Replies 4
kvonloesecke
HubSpot Moderator

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

SComeau
Contributor

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

0 Upvotes
AKochavi
Participant

I need it as well. No solution found yet? 

 

0 Upvotes
Loris_Soldo
Member

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 !