Oct 15, 2021 5:06 AM
Thank you for reaching out.
Oct 15, 2021 8:41 AM
Provided all revenue runs through deals in HubSpot, I would create a deal report filtering to only show closed-won deals. The amount should be whatever the most relevant amount to your business. This might be deal amount, total contract value, etc. If you are tracking whether something has been invoiced and paid, you may want to incorporate those values/filters as well.
Most of our clients pull revenue reports/growth trends from their accounting software vs HubSpot. There are so many variables as to when it comes to AR/AP, reports from accounting tend to be more accurate. If you are basing it only on closed deals and the AR/AP variables aren't an issue, HubSpot should be fine.
I hope this helps!
Thanks for the ping, @TiphaineCuisset!
|Did this post help solve your problem? If so, please mark it as a solution.|
HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer
Oct 15, 2021 3:47 PM
We are looking to track this based on projects for active deals, not closed won. So for example if a proposed deal is based on a current revenue share model that has built in growth, if I put in an annual amount I have to calculate the monthly growth projections to get a total but it doesn't allow me to project growth in Hubspot.