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 MRR 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 MRR reporting with Dear Lucy and how it enables accurate insights - all directly embedded in HubSpot.

Connecting HubSpot to Dear Lucy for MRR Reporting

OAuth Integration – Plug & Play

The integration between HubSpot and Dear Lucy uses a secure, OAuth-based connection, making setup as simple as a few clicks. This connection ensures data flows directly from HubSpot to Dear Lucy, providing visibility without complicated processes or extra steps.

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.

HubSpot UI Embedding

Dear Lucy is seamlessly embedded within the HubSpot UI. Users can access MRR data without leaving the HubSpot environment, meaning reporting feels like an extension of HubSpot itself. No more jumping between platforms or dealing with clunky, external add-ons - everything stays right within your existing workspace.

Essential Data Fields for MRR Reporting

To generate a detailed 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 revenue. A typical setup includes the following data points.

MRR/ARR and One-Time Fee Report (HubSpot’s Line Items)

Necessary fields

• Net Price

• Billing Start Date

• Billing Frequency

• Term

Additional we support any default or custom line item property

• Currency

• Description

• Name

• Product

• Quantity

• SKU

• Unit Price

• Any

This data provides a precise view of recurring and one-time revenue streams, allowing teams to understand revenue composition and ensure accurate, itemized reporting.

SALES AND Revenue Forecast (HubSpot’s Default Deal Properties OR LINE ITEMS)

We support 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.

Necessary fields

• Amount

• Deal Probability

• Close Date

Additional we support any default property, custom property or custom line item property

• 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

These fields enable detailed forecasting and probability-based insights, helping teams project revenue more accurately and prioritize high-value deals effectively.

Reporting Dimensions (HubSpot’s Default and Custom Deal Properties)

Default

• Business Unit

• Deal Type

• Pipeline

• Team

• Person

Additional we support any default property, custom property or custom line item property

• Products

• Country

This segmentation allows teams to drill into specific aspects of revenue performance, tailoring insights to unique business needs.

Transforming Raw 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 comprehensive revenue insights. This approach enables users to access precise metrics on MRR, forecasted revenue, and a range of custom reporting dimensions, all tailored to their business setup.

Additional MRR Reporting Features

Multi-Currency Reporting

Dear Lucy supports multiple currencies, allowing MRR reports to be automatically converted and consolidated into a unified company currency. At the same time, teams can view revenue data in their local currency, ensuring both a cohesive company-wide overview and tailored insights for each region.

Goal Tracking and Forecasting

Dear Lucy allows teams to set MRR budgets and revenue goals directly within the platform, enabling clear and consistent tracking against targets. With advanced algorithms, Dear Lucy provides real-time visibility into progress, helping teams stay aligned with revenue benchmarks and quickly identify areas needing attention. By centralizing MRR goal tracking, teams can continuously monitor performance and make data-driven adjustments to stay on course for growth.

Trend Analysis and Detailed Insights

From broad trends to granular details, Dear Lucy’s analytics offer in-depth visibility. Track revenue fluctuations, pinpoint potential issues, and stay ahead with 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 for secure, team-wide access. This setup ensures that only authorized individuals can view sensitive financial data, while also providing 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 as needed.

Public Links for External Sharing

Public links provide a view-only option for displaying the insigths. These links make it simple to embed Dear Lucy reports directly within HubSpot’s UI, extranets, or even on office TV screens, offering streamlined access for quick overviews and easy 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!