Last updated: October 13, 2020
|Sales Hub Enterprise|
If you manage recurring services and products in HubSpot, you can analyze and track the projected value of a deal amount over time with the revenue analytics report.
The revenue analytics tool allows users to track how much revenue they are generating or losing in a specific time range, to better understand the impact of renewals, upgrades, downgrades, and churns on revenue.
Before you can begin tracking your recurring revenue, the recurring revenue properties need to be created in your HubSpot account. To create these deal properties:
Please note: once these properties are auto-generated in your account, they cannot be removed.
These properties will be created and their values used for the chart and table in the revenue analytics tool:
Once these properties are created, add values to these properties in your deals. The revenue analytics tool will then report the data.
Please note: the revenue analytics tool calculates new revenue, existing revenue, or lost revenue over time using the values entered in each recurring revenue property. It is not calculated using the value of the products or quotes associated with a deal. These properties need to be updated manually in order to see any data in the revenue analytics report.
To enter values in the recurring revenue properties:
Please note: only deals in the Closed won deal stage are included in your revenue analytics report. A deal's Close date is the start date for revenue reporting.
Please note: HubSpot projects future revenue based only on the revenue from known Closed won deals in the selected time range.
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