A revenue and forecasting platform that unites HubSpot with in-house financial data.
How we built a bespoke application for Sedermera Corporate Finance that unites two data sources, deals pulled automatically from HubSpot and transactions the team enters directly in the app, converts currencies using Riksbanken's rates, and presents revenue, forecasts and charts in one place, with reports that can be emailed out.
Sedermera's deals lived partly in HubSpot, but the CRM alone couldn't give a unified, currency-adjusted and forward-looking view of revenue.
HubSpot handled some of the deals, but much of the financial data existed only internally and had to be both entered and maintained by hand. Without a shared tool the information was scattered, with no currency conversion, subscription periods or forecasting, and compiling it manually gave no live overview.
What was needed was a bespoke application where the team can both enter and maintain their own deals and automatically pull in what already exists in HubSpot, and see it all together and always current.
”Assidi quickly understood how our business works and built a tool that gives us a unified, forward-looking view of our revenue. Having HubSpot, our own financial data and the exchange rates tied together automatically saves time and lets us make decisions on current figures. A knowledgeable team that delivers what's actually needed.”
In-app data entry through forms
The team registers and edits transactions, partner deals, companies and users directly in the app, with validation and a chosen currency and exchange rate per deal.
Automatic deal sync from HubSpot
The app also pulls relevant deals, controlled by a flag in HubSpot, with earnings, invoice dates, type and status, so the two data sources meet in one place.
Currency conversion via Riksbanken
Official exchange rates are fetched automatically and all amounts are normalised to SEK, with the rate saved per transaction.
Forecasts and revenue overview
Forecast reports are built from ongoing and invoiced deals, invoice dates and subscription periods, for a forward-looking view of revenue.
Charts and reports
Interactive Highcharts visualisations, breakdowns and timelines, plus Excel reports that can be downloaded or emailed to recipients.
Want to bring your revenue together and forecast it?
Tell us about your systems and we'll gladly show how we'd connect them.