This video is a webinar on how to track recurring revenue in HubSpot, hosted by Hubstart, a HubSpot partner agency. Learn about key properties in HubSpot for managing contracts, annual value, and monthly recurring revenue (MRR) to enhance reporting capabilities. Utilize deal pipeline insights, including deal probability, to forecast potential MRR. Customize deal stages and probabilities to align with your sales process. Explore custom reporting features to track MRR growth and forecast future revenue based on deal pipeline data. Discover how to set revenue goals and monitor progress against targets. Additionally, leverage HubSpot's recurring revenue tracking feature to accurately measure ongoing revenue streams. Connect with us for further assistance in optimizing your sales pipeline and maximizing recurring revenue opportunities.
The video covers the following topics:
• What is recurring revenue and why it is important for subscription-based businesses.
• How to set up recurring revenue tracking in HubSpot using the revenue analytics tool and the recurring revenue properties.
• How to use the revenue analytics report to analyze and visualize your recurring revenue data, such as new business, renewals, upgrades, downgrades, churns, and net revenue retention.
• How to use custom reports and dashboards to segment and filter your recurring revenue data by different criteria, such as deal owner, deal stage, product line, or customer type.
• How to use workflows and automation to update your recurring revenue properties and trigger actions based on recurring revenue events.
