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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 standard reporting can’t perform the complex date-based calculations required for proper revenue recognition reporting, especially distributing revenue across flight duration periods and calculating recognized versus deferred amounts.
Here’s how to build GAAP-compliant revenue recognition reports that automatically adjust daily based on campaign progress.
Build automated revenue recognition reports using Coefficient
Coefficient enables sophisticated revenue recognition reporting through advanced spreadsheet calculations that HubSpot simply can’t handle natively. You can pull your line item data and create formulas that automatically calculate recognized versus deferred amounts based on flight progress.
How to make it work
Step 1. Import HubSpot line item data.
Use Coefficient to pull HubSpot line items with flight start/end dates, total contract values, and deal stages into your spreadsheet. This gives you the foundation data for recognition calculations.
Step 2. Create recognition calculation formulas.
Build this formula to calculate recognized revenue: =Total_Revenue * (MIN(TODAY(), Flight_End) – Flight_Start + 1) / (Flight_End – Flight_Start + 1). This automatically calculates how much revenue should be recognized based on flight progress.
Step 3. Calculate deferred revenue amounts.
Create a simple deferred revenue formula: =Total_Revenue – Recognized_Revenue. This shows exactly how much revenue remains to be recognized as flights continue.
Step 4. Set up monthly recognition reports.
Use SUMIFS functions to aggregate recognized revenue by month, accounting for partial month recognition. Create pivot tables that automatically update based on your recognition formulas.
Step 5. Configure automated snapshots and updates.
Set up Coefficient snapshots to capture monthly revenue recognition data for historical tracking and audit trails. Schedule daily refreshes so recognition amounts update automatically as flights progress.
Get compliant revenue recognition reporting
This approach provides GAAP-compliant revenue recognition that adjusts daily based on flight progress, something impossible with HubSpot’s native reporting limitations. Start building your automated recognition reports today.
