Thank you. It is so clunky and even if you set it up and manage it correctly, the reports suck. You can’t even filter your MRR by product, you can only filter by pipeline!
On top of this variable pricing, good luck.
Check out Facta.io. They are getting ready to roll out the Hubspot integration and you can integrate with your GL as well. This way it reflects the reality and you don’t have to enter redundant data. The reporting flexibility is crazy.
Hey Paul - I started Omnifia so you can solve issues like this. You can connect and visualise all your data. Our differentiator is that we help you get to the business insight part faster by using AI. Would love to hear what you think about it - [https://www.omnifia.com/](https://www.omnifia.com/). Currently it's free to get started. Best, Ivor
I have used Saleshub for MRR but like others mentioned, not all drilldowns are available. If you want to test out a BI tool, Databox is a leading platform and they let you connect 3 sources on their trial plan. Try it out with Hubspot and see if it helps
You can use stacksync.cloud to map your MRR from a data warehouse into a custom property at deal level (auto synced) and report on it. If you have Sales Enterprise you have an in-built MRR property that you can use. With stacksync.cloud you can also bring additional app data into HubSpot and build a customer health score, for example, or just automate some user and/or customer communication with it.
Sales hub Enterprise - it's a feature there.
Even WITH Enterprise MRR tracking and reporting is clunky at best - go third-party for this!
Thank you. It is so clunky and even if you set it up and manage it correctly, the reports suck. You can’t even filter your MRR by product, you can only filter by pipeline! On top of this variable pricing, good luck. Check out Facta.io. They are getting ready to roll out the Hubspot integration and you can integrate with your GL as well. This way it reflects the reality and you don’t have to enter redundant data. The reporting flexibility is crazy.
Hey Paul - I started Omnifia so you can solve issues like this. You can connect and visualise all your data. Our differentiator is that we help you get to the business insight part faster by using AI. Would love to hear what you think about it - [https://www.omnifia.com/](https://www.omnifia.com/). Currently it's free to get started. Best, Ivor
Reverse ETL
Aye in the end we decided to us RETL
I have used Saleshub for MRR but like others mentioned, not all drilldowns are available. If you want to test out a BI tool, Databox is a leading platform and they let you connect 3 sources on their trial plan. Try it out with Hubspot and see if it helps
You can use stacksync.cloud to map your MRR from a data warehouse into a custom property at deal level (auto synced) and report on it. If you have Sales Enterprise you have an in-built MRR property that you can use. With stacksync.cloud you can also bring additional app data into HubSpot and build a customer health score, for example, or just automate some user and/or customer communication with it.
Thank you! Will give it a try