Note: This feature is part of the Revenue Reports Addon for Invoice Stack Pro, and included Invoice Stack Enterprise. Your 21-day free trial also includes this feature.
This tutorial walks through how to build custom monthly revenue reports in HubSpot using Invoice Stack data. By syncing Invoice Stack invoices to HubSpot Invoices, you can report on real invoiced revenue rather than relying on deal estimates.
The video shows how to create a custom report using invoices as the primary data source, then layer in additional context from deals, companies, and line items. This allows you to analyse revenue month-by-month and break it down by pipeline, product, department, or accounting categories such as Xero tracking categories or QuickBooks classes.
You’ll also see how to refine reports further using line item data, enabling more granular insights like revenue by SKU or account type. Because Invoice Stack keeps invoice data synced automatically, reports stay accurate as your accounting data updates.
This is a practical starting point for building flexible, real-time revenue reporting directly inside HubSpot.