Solution challenges
Solution challengeDelivered
Revenue reporting across HubSpot and external systems
Numbers the finance team and the commercial team both accept.
Project-level detail for this record is still being verified internally. Treat the summary below as capability and approach, not as a specific delivered claim.
- Forbidden's experience
- Forbidden starts from the reporting output and works backwards into the data model, rather than reporting on whatever happens to be in the CRM.
- Architecture considerations
- Definition of revenue, booked versus recognised, agreed before build
- Which system produces which number
- Currency, timing and period alignment
- Data required in HubSpot to support the report, and nothing more
- Whether reporting belongs in HubSpot or a downstream tool
- Common failure points
- Two versions of the number and no agreed source
- Reporting built on deal amounts that are never corrected after close
- Currency and period mismatches with finance
- Dashboards nobody uses because they are not trusted
- Worth resolving in discovery
- Which report will actually be used, and by whom?
- Where does finance get its number today?
- What has to reconcile, and to what tolerance?
- Who owns the definition when the two disagree?