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.

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!