Stripe Subscription Payments KPIs for your Stripe Dashboard:

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To create this report highlighting Stripe Payment KPIs in HubSpot:

  • Step 1: Go to Reporting > Dashboards > click Create Dashboard
  • Step 2: Select Gross Payment Revenue
  • Step 3: Select the following reports only:
    • Gross payment revenue by current year
    • Gross payment revenue by quarter
    • Gross payment revenue by current month
    • Paying customers by month
  • Step 4: Click Next > Create Dashboard
  • Step 5: Add the reports that were auto-created to your existing ClearSync Stripe Dashboard if you have one, and then optionally delete the β€œGross Payment Revenue” Dashboard that was automatically generated
  • Step 6 (Optional): Click into any Reports showing decimal places > Edit in report builder
    • In Configure > hover over the amount paid field and click the pencil icon
      • Set format to Currency and Decimal Places to 0
    • Under β€œStyle,” you might also change the color of the bars (e.g., to green representing payments)