1
Verify and Customize
Excel workbook
Verify the calculations, targets, ROI inputs, and deal-level evidence in a familiar spreadsheet.
HubSpot revenue reporting Turn HubSpot Revenue Data into,
Turn HubSpot Revenue Data into,
Your Report in 3 Clicks
Build a complete HubSpot revenue report for the executives review. See what closed, what the team expects to close, how that compares with target, and which marketing spend produced revenue—then use the same numbers in Excel, PowerPoint, or a live dashboard.
Run it weekly, monthly, or quarterly. No separate exports. No spreadsheet joins. No rebuilt slide deck.
Live dashboard
Excel workbook
PowerPoint deck
HubSpot and revenue operations work trusted by teams at
One meeting, five places to look
Actual, forecast, target, and ROI are in HubSpot. The executive view is not.
Closed revenue is in Deals. The team’s latest number is in Forecast. Targets are in Goals. Spend and attributed revenue are in Ads or Campaigns. Recurring revenue may use a separate set of fields again.
By the time those numbers reach Finance, someone has exported separate files, checked the periods and currencies, joined the rows in Excel, found the deals behind the change, and rebuilt the result in PowerPoint.
SWOTBee keeps that reporting setup together, so the next review starts with fresh data—not another reconciliation exercise.
A reusable revenue review
Set the revenue review once. Run it again next week, month, or quarter.
Set it up for the way your business measures revenue.
- 1
Choose the scope
Pick the period, comparison, currency, pipelines, teams, regions, and campaigns that belong in the report.
- 2
Choose your KPIs
Choose actual revenue, forecast, target, gap, pipeline, and ROI. Confirm which date and revenue value each number should use.
- 3
Get your report
Review the result and use it in Excel, PowerPoint, or a live dashboard, with the same numbers in every version.
No digging through fields. No rebuilding filters. No hours copying and pasting.
One reporting setup
One revenue report—ready in Excel, PowerPoint, or a live dashboard.
Check the calculations and deals in Excel. Take the decisions into PowerPoint. Share a live view when the audience needs the latest position. All three use the same period and definitions.
Shared reporting layer
One approved revenue dataset
The same measures and charts flow into every output.
2
Present
PowerPoint deck
Present the same approved figures and chart patterns as a clear revenue story.
3
Share
Live dashboard
Share a current revenue view without rebuilding the report or changing its definitions.
Inside the revenue report
Example dataShow where revenue will land—and the deals that could change it
Start with actual revenue, the latest forecast, the target, and the gap. Then show what changed and which deals require a decision.
Revenue, forecast and target
Q3 executive review
Updated 19 September 2026
$90k gapExample data
Closed revenue
$684k
+$76kLatest forecast
$910k
-$35kQuarter target
$1.00m
Forecast gap
$90k
Target progress
Closed68%
Latest forecast91%
The team needs another $90k in the forecast to reach the quarter target.
Reviewed summary
ApprovedForecast fell by $35k after two Mid-Market deals moved out of the quarter.
Enterprise remains $24k ahead of target. Three Mid-Market deals worth $194k need a close-date or confidence review.
Decision: Confirm which of the three deals remain in this quarter’s forecast.
Deals that could change the forecast
The records behind the summaryNorthstar expansion
Maya Chen · Enterprise
Forecast: Commit
What changed: Legal review due Friday
Next: Confirm signature date
Quarry annual plan
Liam Ross · Mid-Market
Forecast: Best case
What changed: Decision date moved by 12 days
Next: Reconfirm close plan
Acme regional rollout
Elena Park · Mid-Market
Forecast: Pipeline
What changed: No meeting booked this month
Next: Manager review
Data current to 19 September 2026, 09:00 UTC · 126 deals included ·
3 deals need review
Built around the revenue review
Bring the whole revenue position into one report
Start with where revenue is likely to land, then show the target, the movement, the contributing deals, and the decisions the team needs to make.
Actual revenue and target
Closed-won revenue, the agreed target, progress toward it, and the remaining gap for the same period and currency.
Forecast and movement
The latest team forecast, the previous submission, the change between them, and the deals responsible for that movement.
Pipeline and coverage
Open pipeline, likely revenue, coverage against the remaining target, and the opportunities that could change the outcome.
Team and market results
Revenue and forecast by owner, team, pipeline, region, product, segment, or another supported field used in your review.
Marketing spend and return
Selected spend, attributed revenue, and the approved ROI calculation, with the inputs shown alongside the result.
Risks, decisions, and actions
Deals and missing inputs that need attention, the decision required, and an owner and due date for the next step.
The exact measures depend on the revenue fields, targets, forecast setup, campaign data, currencies, and permissions available in your HubSpot account. Missing inputs are identified for review rather than quietly treated as zero.
Need retention metrics instead? Use the dedicated HubSpot NRR and GRR reporting guide for recurring revenue, expansion, contraction, and churn.
Consistent comparisons
Compare this quarter's revenue with:
- 1.Last quarter
- 2.The same quarter last year
- 3.Any period you choose
Point-in-time history
Keep the forecast history you will need next quarter.
SWOTBee saves each reporting cutoff, so you can compare the forecast with what actually closed.
Built for the people who get things done
Spend less time building the report. Make more of the review.
01 · Time back
Get hours of copy-and-paste time back. Every week.
02 · A reliable rhythm
Stop rebuilding the report. We run it for you every week.
03 · Less HubSpot admin
Get the report without wrestling with HubSpot fields, filters, and settings.
04 · Clearer decisions
Turn findings into clear decisions and next steps.
Before you sign up
Questions about the revenue report
What is included in the HubSpot revenue report?
You choose what belongs in it. A report can include Closed Won revenue, the latest team forecast, forecast changes, revenue targets, the gap to target, open pipeline, selected campaign spend and return, the deals behind the numbers, and agreed actions.
Can I compare actual revenue, forecast, and target in one report?
Yes, when the matching deal, forecast, and goal data is available in your HubSpot account. The report uses the same period, pipelines, teams, and currency across the comparison and shows when an input is missing.
Can I use Excel, PowerPoint, or a live dashboard?
Yes. Excel carries the calculations and deal detail, PowerPoint provides an editable meeting-ready version, and a live dashboard can be shared when the audience needs the latest approved view. All three use the same reporting setup.
Can I create a PowerPoint for Finance, executives, or the board?
Yes. The editable presentation carries the revenue result, target gap, forecast change, main drivers, risks, and decisions into a shorter meeting-ready format. The supporting detail remains in Excel.
Can the report use manual forecast submissions?
For eligible HubSpot accounts, the current Forecasts API provides read-only access to submitted forecasts and their change history. Availability depends on the account's HubSpot subscription, permissions, and forecast setup.
How is marketing ROI calculated?
You first choose the spend, revenue value, attribution approach, currency, and period that should count. SWOTBee calculates return only when those inputs are available and labels the calculation used. It does not substitute a missing value or silently change the revenue definition.
Can I use HubSpot revenue analytics or the custom report builder?
Yes, when those tools and the required data are available in your HubSpot subscription. Revenue analytics and standard dashboards can answer common questions. The custom report builder can support a specific view across deals, goals, campaigns, or custom properties. SWOTBee packages the approved result for a recurring management review.
When should the billing system be the source of revenue?
Use the finance or billing system when it owns the recognized, invoiced, or recurring revenue figure. HubSpot can still provide pipeline, forecast, attribution, and deal context. The report should name the source, period, currency, and calculation for every revenue metric so teams do not compare different definitions.
Can SWOTBee create MRR, ARR, NRR, or GRR reports?
Yes, when the required recurring-revenue values and dates are available in HubSpot or the agreed billing source. NRR and GRR belong in a separate retention-revenue report because they need starting revenue, expansion, contraction, and churn—not the forecast and target view shown on this page. SWOTBee cannot reconstruct an earlier revenue state that was never recorded.
Will signing up connect my HubSpot account?
No. This signup records your work email and requested report so we can contact you about access. It does not create an app account or connect to your HubSpot portal.
One report solves today. A repeatable one solves every month.
Give your executive team a clear, decision-ready Revenue report.
We’ll help you organise your HubSpot revenue, forecast, targets, and ROI data into an Excel workbook, presentation, and dashboard—so you can spend less time reconciling numbers and more time deciding how to close the gap.
Your request has been saved
This part of our website is currently undergoing maintenance. We’ll email you with instructions for accessing the app.
As a courtesy, a member of our team will be available to personally help you get set up.
We apologize for the inconvenience and appreciate your patience.
No credit card required.