We launched reporting on the payment object. This allows you to have visibility into sales data from various aspects of your business, thus enabling improved reporting and growth.
HubSpot Payments aims to integrate commerce with CRM so that you can break the silos of back-office and front-office, use fewer tools and sell better. With the payment object now in the reporting framework, you can unlock the power of HubSpot’s CRM.
Currently, HubSpot Payments customers get two pre-built reports on payment usage:
(1) a payment report
(2) a payout report.
These reports are based on the payment-processing data. This works well for reconciliation and accounting purposes; however, these reports do not capture front-office information along with payments, e.g. the deal for which the payment was collected, the contact record of who made the payment, and more.
With this launch, you will get access to report on the payment object in several ways, including:
This ensures transparency and flexibility in driving insights based on reporting on the payment object.
All payments customers on any Hub with Pro+ access.