The out-of-the-box revenue reporting dashboard is now available in the Dashboard Library.
This dashboard aims to empower you with a detailed view on your revenue collected with HubSpot Payments, top & bottom product performers, and top sales performers.
Why does it matter?
HubSpot aims to integrate commerce with CRM so that you can sell better with fewer tools, and see the complete user journey in HubSpot. With this reporting dashboard, we aim to deliver you reports that can bring insights, streamline your processes and increase transparency.
How does it work?
Find the out-of-the-box Gross Payment Revenue Dashboard by navigating to "Create Dashboard" from any dashboard or from global navigation under Reports > Dashboard > Create dashboard.
A set of 10 insightful reports under the dashboard called "Gross revenue dashboard" can be added and customized.
All HubSpot payments Pro and Enterprise customers already had access to this report. Starter customers can now view these reports, but will have to gain access to the reporting tools to customize them.
Read the knowledge base article: Analyze payments revenue to learn how to set up a dashboard to report on revenue earned through payments. Use these reports to analyze total gross revenue across all payments, top products, and top-performing sales reps.
Who gets it?
CMS Starter, CMS Pro, CMS Enterprise, Marketing Starter, Marketing Pro, Marketing Enterprise, Ops Starter, Ops Pro, Ops Enterprise, Sales Starter, Sales Pro, Sales Enterprise, Service Starter, Service Pro, Service Enterprise