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Last updated: June 28, 2023
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 enables you to track how much revenue you're 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 default recurring revenue deal properties need to be created in your HubSpot account:
The following recurring revenue properties will then be created in your account:
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.
In the recurring revenue analytics tool, you can analyze the following metrics, which are based on the values set in the recurring revenue properties for a deal:
New, existing, and lost recurring revenue are determined by the values set in a deal's recurring revenue properties, the deal's close date, and the time period selected for the report.
For example, a deal with a close date of 07/19/2022:
The recurring revenue report first calculates the existing revenue based on the report's start date, then adds the closed and lost revenue.
Below is an example of how to expect renewed deals to appear in recurring revenue reports: