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CRM Revenue

The CRM Revenue module generates a short-term revenue forecast by reading deal data directly from your connected CRM. Instead of manually projecting revenue, Monitr pulls open deals from HubSpot or Teamleader and converts pipeline data into a monthly revenue forecast.

Global module

CRM Revenue is a global module — it applies at the forecast level and is shared across all scenarios. Unlike standalone modules, you configure it once and it feeds into every scenario's revenue.

When to use CRM Revenue​

Use this module when:

  • Your revenue is primarily driven by a sales pipeline tracked in a CRM
  • You want your short-term forecast to automatically reflect new deals and closed won
  • You need a probability-weighted revenue view from your pipeline

Prerequisites​

You must have a CRM integration connected before creating a CRM Revenue module:

  • HubSpot — deal pipeline, stage probabilities, close dates
  • Teamleader — deals, products, close dates

Creating the module​

  1. In your Forecast, click Add a budget
  2. Choose CRM Revenue
  3. Follow the setup wizard (4 steps)

Step 1 — Introduction​

Overview of how the module works and what data it will read from your CRM. Select the budget period (start and end dates).

Step 2 — Select Integration​

Choose which CRM integration to sync from and follow the connect integration steps if needed.

Step 3 — Settings​

Configure how CRM data maps to your budget structure:

Budgeting method​

MethodWhat it does
Across ProductsAll deals are aggregated into a single global budget account per product group — simpler, less granular
By ProductEach product or product category gets its own budget account — more detail, allows product-level reporting
Teamleader limitation

The 'By Product' budgeting method is not available for Teamleader integrations due to current API limitations.

Step 4 — Parameters​

Configure how deal values are converted to revenue forecasts:

Value calculation method​

MethodHow it calculates
Weighted AverageEach deal's value is multiplied by the probability of its pipeline stage. A €100k deal at 50% probability contributes €50k.
Probability ThresholdOnly deals above a set probability threshold are included at full value. Deals below the threshold are excluded.

Rolling window​

Sets how many months of deal data to include in the rolling revenue forecast.

Probability threshold​

(Applicable if using Probability Threshold method) — the minimum deal win probability to include in the forecast. E.g. a threshold of 50% means only deals with >50% win probability contribute revenue.

How it feeds into reports​

CRM Revenue writes monthly values to your configured budget accounts, which map through to your P&L revenue reporting lines. In the Forecast report, the revenue line reflects actual closed deals for past periods and CRM-weighted forecasts for future periods.

Syncing fresh data​

The CRM module syncs nightly via the connected integration.

Combining with other revenue modules​

You can use CRM Revenue alongside other revenue modules (e.g. Recurring Revenue for SaaS revenue). Each module maps to different budget accounts, and the totals combine in your P&L.