In the pursuit of healthy revenue expansion in B2B markets, accurately tracking recurring revenue (ARR/MRR) and one-time fees is essential for achieving sustained growth. CROs, CEOs, sales leaders, finance and revenue operations teams need powerful tools to track and manage the revenue streams effectively. Integrating HubSpot CRM with Dear Lucy offers a powerful solution, providing seamless tracking and predictive sales analytics to drive informed decision-making.
The Importance of Recurring Revenue Tracking
For B2B businesses, especially SaaS companies and marketing agencies, recurring revenue is vital. Key Performance Indicators (KPIs) such as Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR), New Business ARR/MRR, Expansion ARR/MRR, Contraction ARR/MRR, Churn Rate, Net Revenue Retention (NRR), Gross Revenue Retention (GRR), Customer Lifetime Value (CLTV), Customer Acquisition Cost (CAC), and ARR/MRR Growth Rate provide essential insights into a company's financial health and growth prospects. However, accurately tracking these KPIs can be challenging without the right tools.
HubSpot CRM and Line Items
In HubSpot CRM, recurring revenue and one-time revenue items are typically managed through line items. Each line item includes critical details such as value, start date, and term. Managing these details efficiently is essential for accurate revenue tracking and reporting.
While HubSpot stores recurring and one-time revenue through Line Items, actually reporting on these with precision — especially across ARR/MRR, churn, and expansion — is challenging. Native reporting lacks the flexibility many RevOps teams need, often leading to clunky workarounds in spreadsheets or custom report builders.
Introducing Dear Lucy
Dear Lucy offers a comprehensive sales analytics solution that integrates seamlessly with HubSpot CRM. This integration enables businesses to track and forecast recurring revenue and one-time fees accurately and provides predictive sales analytics for deeper insights into revenue growth.
Key Features and Benefits
Detailed Revenue Tracking:
Annual Recurring Revenue (ARR) / Monthly Recurring Revenue (MRR): Track the total annual and monthly recurring revenue generated from subscriptions.
New Business ARR / MRR: Monitor new recurring revenue acquired from new customers within a specific period.
Expansion ARR / MRR: Track revenue from existing customers through upselling (higher-tier subscriptions) and cross-selling (additional products/services).
Contraction ARR / MRR: Identify revenue lost due to customers downgrading their subscriptions or reducing their spend.
Churn Rate: Measure the percentage of customers who cancel their subscriptions within a given period to understand revenue retention challenges.
Net Revenue Retention (NRR): Calculate the percentage of recurring revenue retained from existing customers, including upgrades, downgrades, and churn.
Gross Revenue Retention (GRR): Measure the percentage of recurring revenue retained from existing customers, excluding any upsells or cross-sells.
Customer Lifetime Value (CLTV): Estimate the total revenue a business can expect from a single customer account over its lifetime.
Customer Acquisition Cost (CAC): Determine the cost associated with acquiring a new customer, including marketing and sales expenses.
ARR/MRR Growth Rate: Track the rate at which your recurring revenue is growing month-over-month or year-over-year.
Recurring Revenue (MRR) in HubSpot CRM
Predictive Sales Analytics:
Utilize automated sales forecasting to forecast future revenue growth and identify potential opportunities and risks.
Generate insights on revenue trends to inform strategic decision-making.
Customizable Reporting:
View KPIs against targets at various levels, including group, business unit, team, and individual performance.
Tailor reports to specific business needs, ensuring relevant and actionable insights.
Seamless HubSpot Integration:
Embed Dear Lucy's analytics directly into HubSpot CRM for a unified experience.
Benefit from real-time data synchronization, eliminating the need for manual data entry and reducing the risk of errors.
Popular Among SaaS Companies and Marketing Agencies
SaaS companies and marketing agencies thrive on recurring revenue. Dear Lucy's ability to provide detailed, actionable analytics within HubSpot CRM makes it an essential tool for these industries. The seamless integration helps businesses manage their revenue streams effectively, driving growth and enhancing decision-making processes.
Driving Growth with Dear Lucy and HubSpot
By combining the capabilities of HubSpot CRM and Dear Lucy, B2B businesses can achieve superior revenue management and predictive analytics. This integration not only streamlines revenue tracking but also empowers sales and revenue operations teams with the insights they need to drive growth and achieve their targets.
Conclusion
For CROs, CEOs. sales leaders, finance and revenue operations teams aiming to enhance their recurring revenue and one-time fee tracking capabilities, Dear Lucy offers a compelling solution integrated with HubSpot CRM. By providing comprehensive revenue tracking and insightful predictive analytics, Dear Lucy helps businesses manage their revenue streams effectively and drive sustained growth.
Discover how Dear Lucy can transform your revenue tracking and sales analytics by exploring its integration with HubSpot CRM today. Embrace the future of revenue management and equip your team with the tools they need to succeed.
Frequently Asked Questions (FAQ)
How do I track MRR in HubSpot?
The easiest way is by using Deal Line Items — but native HubSpot reporting makes this tricky. Dear Lucy reads your Line Item data and turns it into a clear MRR dashboard that updates automatically and shows both monthly/annual recurring revenue and one-time fees.
Can HubSpot report on line-item revenue like one-time fees and subscriptions?
Not easily. HubSpot stores the data, but building accurate reports — especially when combining recurring revenue and one-time fees — is challenging. Dear Lucy handles both seamlessly and displays them in one view.
What’s the easiest way to build an MRR dashboard in HubSpot?
With Dear Lucy. It connects directly to your HubSpot CRM and pulls in your Deal and Line Item data — no exports or workarounds. You'll get a ready-made, filterable dashboard that updates hourly (or faster) and supports multicurrency MRR.
Can I see Dear Lucy dashboards inside my HubSpot portal?
Yes — you can view your Dear Lucy dashboards directly within your HubSpot dashboard. No need to jump between tools — it's all in one place, just where you need it.
Want the nitty-gritty setup details?
👉 Check out our technical guide to MRR reporting with HubSpot Line Items
🎯 Ready to See Your MRR in HubSpot?
Track recurring revenue, one-time fees, and forecasts — directly inside your HubSpot dashboard. Dear Lucy plugs in fast, reads your line items, and builds a clear, actionable MRR view your whole team can use.
👉 Try it for free
📦 See it in the HubSpot App Marketplace
TL;DR
Tracking MRR or ARR in HubSpot using Line Items can be painful — especially if you want to split recurring vs. one-time fees, handle multiple currencies, or visualize trends in a clear dashboard. Dear Lucy solves this in minutes: plug it into your HubSpot, and get automated MRR tracking and forecasts directly inside your CRM dashboard. No spreadsheets. No hacks. Just clean, accurate revenue reporting.
Interested?
Dear Lucy is a Certified HubSpot App Partner. ⭐️⭐️⭐️⭐️⭐️ Recommended by HubSpot, HubSpot partners, RevOps leaders, and scale-up sales teams.
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