View the status of every invoice issued to your customers, across HubSpot deals, with real-time data feeding direct from your accounting platform.
Revenue Reports Addon
Revenue Reports
Get instant reports on Customer revenue and financials, right inside HubSpot.
Give your Sales teams or Account Managers transparency and insights, and cut down on time-consuming reporting and queries to your finance teams.
Full transparency
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Spot revenue trends
Report on revenue month-by-month, across the whole business, or filtered by HubSpot contact or company. All filterable by date and by invoice status.
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Information where you need it
Revenue Reports are available in a single click on any company or contact record inside HubSpot.
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Watch the Demo
All Features
- Access for your whole team (restricted access possible too)
- Visible in a single click from Company or Contact record
- Month by month invoice status, e.g. Draft, Authorised, Paid, Outstanding
- View top performing customers
- See linked deal, pipeline and owner for each invoice
- Multi-currency support
- Filter by accounting connection (if applicable)
- Reports based on HubSpot deal associations (e.g. deal to contact and deal to company)
- Download reports as a CSV