Quick tipHow toRevenue Hub

Use the revenue analytics suite

Invoices, quotes, subscriptions, payments.

Subscription
Check your subscription
Permissions
Revenue report access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: revenue analytics tracks invoices, quotes, subscriptions and payments with prebuilt reports by topic. Share a customized one with Actions > Copy report URL to users with revenue report access.

1. In HubSpot

The relevant screen in my demo portal.

Reports Create menu with Create report and Create report with AI highlighted
The Create menu.

2. Worth knowing

Save filtered versions you check often.

3. Related

Marketing analytics suite and revenue reports.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

Book a call with Sam