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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s calculated properties and reporting tools can’t handle the complex date arithmetic required for prorated revenue calculations, especially determining exact days within partial months and adjusting for varying month lengths.
Here’s how to build precise prorated revenue calculations that ensure accurate financial reporting for campaigns that don’t align with calendar months.
Calculate precise prorated revenue using Coefficient
Coefficient provides precise prorated revenue calculation capabilities by connecting your HubSpot line items to spreadsheets where you can build sophisticated date arithmetic formulas. This handles the complex calculations that HubSpot simply can’t manage natively.
How to make it work
Step 1. Import flight data with monthly rates.
Import HubSpot line items with flight start/end dates and monthly revenue rates using Coefficient. This gives you the base data needed for proration calculations.
Step 2. Detect partial month scenarios.
Create formulas to identify if flights start/end mid-month: =DAY(Flight_Start) > 1 or =Flight_End < EOMONTH(Flight_End, 0). This automatically flags campaigns that need prorated calculations.
Step 3. Build first month proration formulas.
For campaigns starting mid-month, use: =Monthly_Rate * (EOMONTH(Flight_Start, 0) – Flight_Start + 1) / DAY(EOMONTH(Flight_Start, 0)). This calculates revenue based on actual days active in the first month.
Step 4. Create last month proration calculations.
For campaigns ending mid-month, use: =Monthly_Rate * DAY(Flight_End) / DAY(EOMONTH(Flight_End, 0)). This ensures you only recognize revenue for days the campaign actually ran.
Step 5. Handle full months and automation.
Use IF statements to apply full monthly rates when flights span complete months. Schedule Coefficient refreshes to recalculate prorated amounts automatically when flight dates change in HubSpot.
Get accurate partial month revenue recognition
This approach ensures accurate revenue recognition for campaigns that don’t align with calendar months, providing precise financial reporting based on actual flight duration rather than simplified monthly estimates. Start calculating prorated revenue today.
