Introduction
If you’re using HubSpot for CRM and revenue tracking, you may have noticed that native MRR reporting doesn’t always meet specific business needs. Dear Lucy is a fully integrated revenue reporting solution designed for HubSpot, eliminating the need for manual spreadsheets and scattered data. In this guide, we’ll break down the setup and core features of revenue (MRR) reporting with Dear Lucy and how it enables accurate insights - all directly embedded in HubSpot.
HubSpot and Dear Lucy Integration
OAuth Integration – Plug & Play
HubSpot is integrated to Dear Lucy using OAuth making the setup as simple as a few clicks. Dear Lucy pulls data from HubSpot API and stores it into Dear Lucy’s proprietary database.
Data Update Frequency
The default data refresh rate is set to once per hour, allowing for frequent updates without any performance lag. If your team has specific reporting needs, the update frequency can be customized, ensuring you always have the latest insights available.
Transforming Data into Insights
Our robust HubSpot integration seamlessly pulls in all relevant data into Dear Lucy’s proprietary database. Once captured, this data flows into a structured data model, where pre-built algorithms transform the raw information into actionable, comprehensive revenue insights. This enables users to access precise metrics on MRR, forecasted revenue, and a range of custom reporting dimensions, all tailored to their business setup.
HubSpot UI Embedding
Dear Lucy can be seamlessly embedded within the HubSpot UI with the embed external content on a dashboard feature. This allows users to access MRR data directly within the HubSpot environment, making reporting feel like a natural extension of HubSpot itself. No more switching between platforms or dealing with clunky, external add-ons—everything stays right within your existing workspace.
MRR report and forecast by Dear Lucy embedded in HubSpot UI
Revenue (MRR) Report
Data stored in HubSpot: LINE ITEMS, Default Deal Properties and/or Custom Deal Properties
To generate a detailed revenue (MRR) report, Dear Lucy’s integration with HubSpot is designed to capture a wide array of deal data tailored to customer needs, including standard properties, custom properties, and line items. By pulling these data points together, Dear Lucy creates a comprehensive, actionable view of monthly recurring and one-time revenue. A typical setup includes the following data points.
Required Data Points:
Net Price
Billing Start Date
Billing Frequency
Term
Optional Data Points according to your HubSpot setup:
Currency
Description
Name
Product
Quantity
SKU
Unit Price
Other
Sales and Revenue Forecast
Data stored in HubSpot: LINE ITEMS, Default Deal Properties and/or Custom Deal Properties
Dear Lucy supports multiple forecasting models whether it’s weighted pipeline, unweighted pipeline, forecast category based, line item based or Dear Lucy’s proprietary deal scoring based forecast. Dear Lucy pulls the data from HubSpot, stores it in proprietary database, and then leverages advanced algorithms to calculate accurate forecasts.
Required Data Points:
Amount
Deal Probability
Close Date
Optional Data Points according to your HubSpot setup:
Amount in Company Currency
Annual Contract Value (ACV)
Annual Recurring Revenue (ARR)
Currency
Deal Name
Deal Stage
Exchange Rate
Forecast Amount
Forecast Category
Forecast Probability
Monthly Recurring Revenue (MRR)
Total Contract Value (TCV)
Recurring Revenue Amount
Recurring Revenue Deal Type
Recurring Revenue Date
Recurring Revenue Inactive Reason
Other
Reporting Dimensions and Categories
Data stored in HubSpot: LINE ITEMS, Default Deal Properties and/or Custom Deal Properties
Dear Lucy supports reporting and forecasting across multiple dimensions and categories, including territory, team, business unit, country, and person. These dimensions can also be used for goal setting and tracking purposes. This segmentation allows teams to drill into specific aspects of revenue performance, tailoring insights to unique business needs.
Required Data Points:
Business Unit
Deal Type
Pipeline
Team
Person
Optional Data Points according to your HubSpot setup:
Products
Country
Other
Additional MRR Reporting Features
Multi-Currency Reporting
Dear Lucy supports multiple currencies, enabling MRR reports to be automatically converted and consolidated into a unified company currency. Teams can also view revenue data in their local currency, ensuring a cohesive company-wide overview while providing tailored insights for each region.
Goal Tracking and Forecasting
Dear Lucy allows teams to set MRR budgets and revenue goals directly within the platform, offering clear and consistent tracking against these targets. With advanced algorithms, Dear Lucy provides real-time visibility into progress, helping teams stay aligned with revenue benchmarks and quickly identify areas requiring attention. By centralizing MRR goal tracking, teams can continuously monitor performance and make data-driven adjustments to stay on track for growth.
Trend Analysis and Detailed Insights
Dear Lucy’s analytics provide both broad trend analysis and granular insights, offering in-depth visibility into revenue performance. Teams can track fluctuations, pinpoint potential issues, and stay ahead with actionable insights that guide strategic decision-making.
Accessibility and Security
User Management and Access Control
Access to Dear Lucy’s MRR reporting is managed through Dear Lucy’s user management system, which supports SSO (Single Sign-On) for secure, team-wide access. This ensures that only authorized users can view sensitive sales and financial data while allowing flexibility for broader sharing with external stakeholders, such as board members and investors. Users do not need to be HubSpot users, making it easy to extend access beyond your internal team when needed.
Public Links for External Sharing
Public links offer a secure, view-only option for sharing insights. These links make it easy to embed Dear Lucy reports directly within HubSpot’s UI, extranets, or even on office TV screens, enabling quick access and efficient sharing with stakeholders.
Conclusion
MRR reporting for HubSpot just became simpler and far more insightful. By integrating Dear Lucy with HubSpot, teams can finally gain robust MRR insights that scale alongside business needs. Fully board-proof and HubSpot Certified, Dear Lucy is designed to work as a natural extension of your CRM - no additional logins, no data roadblocks, and no spreadsheet headaches required.
Interested?
Dear Lucy offers embedded Sales Analytics for HubSpot. Book a session with our expert to learn more!