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.
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
- In your Forecast, click Add a budget
- Choose CRM Revenue
- 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. If you have multiple CRM connections, pick the one that tracks the deals you want to forecast.
Step 3 — Settings
Configure how CRM data maps to your budget structure:
Budgeting method
| Method | What it does |
|---|---|
| Across Products | All deals are aggregated into a single global budget account per product group — simpler, less granular |
| By Product | Each product or product category gets its own budget account — more detail, allows product-level reporting |
If you choose By Product, you can optionally group products into categories and assign separate budget accounts per category.
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
| Method | How it calculates |
|---|---|
| Weighted Average | Each deal's value is multiplied by the probability of its pipeline stage. A €100k deal at 50% probability contributes €50k. |
| Probability Threshold | Only deals above a set probability threshold are included at full value. Deals below the threshold are excluded. |
Rolling window
Sets how many months of historical deal data to include when calculating baseline revenue. A rolling window of 3 months means the module looks back 3 months of closed deals to calibrate the 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. To force a refresh before the nightly run, trigger a manual import from Integrations → [your CRM integration].
Combining with other revenue modules
You can use CRM Revenue alongside other revenue modules (e.g. Recurring Revenue for SaaS revenue, CRM Revenue for services pipeline). Each module maps to different budget accounts, and the totals combine in your P&L.