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AOgbe
Contributor

Tracking Revenue without recurring revenue amount

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My boss wants to see a forecast of our future revenue, but the problem is our business is not subscription based. The amount changes from month to month and it is difficult to determine what the next month's revenue will look like. He is not satisfied with the pipeline forecast from sales analytics and he wants something more precise. Please does anybody have any experience with something similar, and if yes, what do you suggest?

 

Thank you.

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HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Tracking Revenue without recurring revenue amount

SOLVE

@AOgbe - How are you capturing the payment amount and date in your HubSpot portal?

Have you considered building out a dataset to enable your revenue reporting? I have used datasets to enable recognised revenue reporting, looking to line item terms, dates and amounts to assign the correct amount of revenue into the correct month. Is this a similar use case to what you are trying to acheive?



Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution

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1 Reply 1
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Tracking Revenue without recurring revenue amount

SOLVE

@AOgbe - How are you capturing the payment amount and date in your HubSpot portal?

Have you considered building out a dataset to enable your revenue reporting? I have used datasets to enable recognised revenue reporting, looking to line item terms, dates and amounts to assign the correct amount of revenue into the correct month. Is this a similar use case to what you are trying to acheive?



Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution