Reporting & Analytics

SComeau
Contributor

Annual Recurring Revenue Reporting/Revenue Analytics in HubSpot

Hello,

We have a SaaS service that has monthly recurring revenue. We have two issues with the Revenue Analytics portion of HubSpot: 1. We can not base the revenue analytics on the "Start of billing date" which is crazy considering we can customize this under the line items portion of the Deal. WHY can the revenue analytics not be based off of this date and instead based on the Close date. This is really messing up all of our reporting.

2. For ARR, why does HubSpot not take into account the close date of the deal. If I close a Deal in March it still adds up an entire 12 months revenue for ARR instead of removing Jan and Feb (which would not have any revenue since we started in March). Has anyone come up with a solution for these items? If we sell a subscription for $2,000/month and start in March, the Annual Revenue should only be $20,000 and not the reported $24,000.

danmoyle
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Annual Recurring Revenue Reporting/Revenue Analytics in HubSpot

I'll check with some of the reporting wizards I work with and report back. 


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Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
SComeau
Contributor

Annual Recurring Revenue Reporting/Revenue Analytics in HubSpot

Hello, Has anyone found a potential solution to this? Thanks so much!

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Annual Recurring Revenue Reporting/Revenue Analytics in HubSpot

Hi @SComeau 

 

Thank you for reaching out.

 

I want to tag some of our experts on this - @Josh @danmoyle @NicoleSengers do you have some advice for @SComeau on this?

 

Thank you!

Best

Tiphaine


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