HubSpot or Hub-NOT? Why Your Revenue Tracking Might Be a Total Mess

So, you finally got your hands on HubSpot—congrats! 🎉 You’re now the proud owner of one of the most powerful marketing, sales, and CRM platforms on the planet. But here’s the kicker: if you don’t set it up right, your revenue tracking could turn into a dumpster fire of inaccurate data, missing leads, and confused sales reports.

Let’s talk about why setting up your HubSpot account properly is the key to keeping your revenue tracking smooth, accurate, and (most importantly) profitable.

🚀 Step One: Don’t Skip the Basics (Seriously, Don’t.)

It’s easy to get excited and start blasting out emails or creating landing pages, but hold up—if you haven’t set up your deal stages, pipelines, and revenue attribution correctly, you’re already setting yourself up for failure.

Checklist to avoid total chaos:
✅ Define your deal stages based on your actual sales process
✅ Set up custom properties to track important revenue metrics
✅ Connect HubSpot with your accounting tools (QuickBooks, Stripe, etc.)

💸 Automation: Your Best Friend (or Worst Enemy)

HubSpot’s automation tools can be a lifesaver, but only if they’re set up correctly. If your workflows are a tangled mess of random triggers, you could be mislabeling deals, misreporting revenue, or—worst of all—ghosting potential customers.

🔥 Pro Tip: Make sure your automation rules match your real-world sales process, or else you’ll be tracking revenue that doesn’t actually exist (ouch).

🎯 Attribution: Who Really Deserves Credit?

Imagine your marketing team is high-fiving over a successful campaign, but your sales team is giving them the side-eye because they closed all the deals themselves. If you don’t set up revenue attribution correctly, you’ll never know what’s actually working.

✅ Use multi-touch attribution to give credit to every stage of the buyer’s journey
✅ Sync your marketing and sales efforts so you’re not operating in silos
✅ Double-check your reporting dashboards—garbage data = garbage insights

📊 Reporting: If It’s Not Measured, It Doesn’t Exist

If you can’t accurately track revenue, how do you know what’s working? Spoiler: you don’t. That’s why setting up clear dashboards and reports in HubSpot is non-negotiable.

💡 Your must-have reports:
✔ Revenue by source (Where’s the money coming from?)
✔ Deal velocity (How fast are leads turning into cash?)
✔ Customer lifetime value (Is your revenue long-term or one-and-done?)

🏆 Final Thoughts: Don’t Be a HubSpot Hot Mess

HubSpot is an insanely powerful tool—but only if you set it up correctly from day one. If you’re running into issues with revenue tracking, take a step back, audit your setup, and make sure everything actually reflects your real sales and marketing processes.

Otherwise? You might as well be tracking revenue with a Magic 8-Ball. 🎱