Reports

How are the properties used for revenue reporting calculated?

Last updated: January 23, 2018

HubSpot creates calculated properties on the contact and company record that enable revenue reporting. These properties can be created and updated in one of the following ways: 

  • using the Salesforce Integration with Opportunity Sync turned on
  • updating deals that are associated with contacts and companies in HubSpot
  • syncing other CRM’s deal data with HubSpot using the Deals API

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The properties that are created are First Deal Created Date, Recent Deal Close Date, Recent Deal Amount, Total Revenue and Associated Deals, and are calculated in a variety of ways:

  • First Deal Created Date - The date that the first deal the contact is associated with was opened.
  • Recent Deal Close Date - The date that the most recent closed won deal the contact is associated with was closed.
  • Recent Deal Amount - The revenue the most recent closed won deal the contact is associated with generated.
  • Total Revenue - The sum of the revenue generated from all of the closed won deals the contact is associated with. This is also known as Lifetime Value.
  • Associated Deals - The number of deals the contact is associated with.

These fields are primarily designed to allow Enterprise customers to create revenue reports using the Company and Contacts reports:

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