Case Study: Incubeta achieves advanced revenue reporting with BBD Boom

Incubeta unifies recurring and one-time revenue reporting with BBD Boom

Incubeta, a global marketing agency, partnered with BBD Boom to overcome significant challenges with its HubSpot reporting and sales tracking. With a widespread international presence, the agency struggled to consolidate and analyze data across different teams and currencies. Their existing HubSpot recurring revenue reports lacked sufficient filtering options and could not incorporate one-time payments, hindering effective data analysis and pipeline visibility.

BBD Boom implemented a custom solution by creating a "revenues" object within HubSpot, associated with deals and updated in real-time via a custom workflow. This provided Incubeta with a single, flexible report to view both recurring and one-time revenue. The outcome was a transformed sales process that provided valuable insights into forecasted revenue and business growth, leading to improved efficiency and better overall revenue management. BBD Boom's implementation eliminated the need for multiple reports and now plays a central role in the agency's operations.

Incubeta