I’m reposting this post by another HubSpot user as my company has the same issue and I’m missing solutions on the original post.\u00a0 \u00a0<\/P> _________<\/P> \u00a0<\/P><\/DIV><\/DIV> My company sells both recurring revenue items as well as one-time revenue items. A deal could have just recurring revenue line items, just one-time revenue line items or a combination of recurring and one-time revenue line items within one deal. Also, upgrades, downgrades, churns, or purchases of new line items can happen in the middle of a contract. Example:<\/P> 1) On 01 Jan 2023, a Customer A purchases 2 products within a deal where product 1 is a recurring item for $10K MRR purchased for 24 months and product 2 is one-time item for $2K. For this I create a deal #1 with RR deal type as ‘New’ and RR amount as ‘$120K’ (in ARR). I leave RR inactive date and RR inactive reason empty at this point.<\/P> 2) On 15 Feb 2023, the customer upgrades product 1 by $1K MRR. Now I create a deal #2 with RR deal type as ‘Upgrade’ and RR amount as ‘$132K’ and\u00a0leave RR inactive date and RR inactive reason empty at this point. After this, I locate deal #1 and update RR inactive date as ’15 Feb 2023′ and RR inactive reason as ‘Upgrade’.<\/P> 3) On 01 Jun 2023, the customer downgrades product 1 by\u00a0$2K MRR. Now I create a deal #3 with RR deal type as ‘Downgrade’ and RR amount as ‘$108K’ and\u00a0leave RR inactive date and RR inactive reason empty at this point. After this, I locate deal #2 and update RR inactive date as ’01 Jun 2023′ and RR inactive reason as ‘Downgrade’.<\/P> 4)\u00a0On 01 Jan 2025, the customer renews product 1 for 1 year. Now I create a deal #4 with RR deal type as ‘Renewal’ and RR amount as ‘$108K’ and\u00a0leave RR inactive date and RR inactive reason empty at this point. After this, I locate deal #3 and update RR inactive date as ’01 Jan 2025′ and RR inactive reason as ‘Renewal’.<\/P> 5)\u00a0On 01 Jan 2026, the customer churns. Now I locate deal #4 and update RR inactive date as ’01 Jan 2026′ and RR inactive reason as ‘Churned’.<\/P> \u00a0<\/P> My questions:<\/P> 1. Is my understanding correct?<\/P> 2. How do I report using this outside Hubspot? Seems quite complex to me as I need to look at both close date and RR inactive date to decide whether to count a deal within a time period or not.<\/P> 3. In the example above, I would report $132K as Upgrade in Feb 2023 but really the upgrade was only for $12K in Feb and the new deal for $120K was closed in Jan 2023. But wouldn’t hubspot’s RR report show all of $132K as existing revenue in Feb 2023?<\/P> \u00a0<\/P> I want to be able to report two things:<\/P> 1. Show the gross revenue added\/removed every month broken down by – new ARR added, upgrade ARR added, downgrade ARR, churn ARR.<\/P> 2. Show the accumulated ARR of the customers for the company at the start of every month. Hi everyone,\u00a0I’m reposting this post by another HubSpot user as my company has the same issue and I’m missing solutions on the original post.\u00a0I look forward to your input \ud83d\ude42\u00a0_________\u00a0My company sells both recurring revenue items as well as one-time revenue items. A deal could have just recurring revenue line items, just one-time revenue line […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/955"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=955"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/955\/revisions"}],"predecessor-version":[{"id":956,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/955\/revisions\/956"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=955"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=955"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=955"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
I look forward to your input \ud83d\ude42<\/span><\/P>
I know there is Hubspot’s RR functionality but I don’t think it works best and I also do not think it’s easy to report using it. I’m taking an example of a case and explaining my understanding of what needs to be done if I use the RR functionality. Please correct me if I’m wrong.<\/P>
@Victor_Becerra<\/a>\u00a0
@karstenkoehler<\/a>\u00a0
<\/P><\/DIV><\/DIV><\/p>\n","protected":false},"excerpt":{"rendered":"