Reporting on Customer Churn when companies transfer ownership

MattDagg — Fri, 14 Nov 2025 02:18:49 GMT

Hey HubSpot Community,

The company is work for is currently working on our churn workflows. We are a SaaS company selling multiple (individually) sold products to companies that have multiple venues inside of a group.

We currently have properties available on the Company object that for each Product consist of

Churn Date: The date of the churn
Primary Churn Reason: Standardised Churn List
Churn Detail: Free text field

We are currently brainstorming the best way to record churn for reporting purposes when a venue from a group is sold to another group (which is also an existing customer).

For example,

Venue ABC is part of the HubSpot Group and has Product 1
Venue ABC has been sold to the Salesforce Group who want to continue using Product 1

We would like to view the churn details in a report with Companies but also report on Churn in the future if Venue ABC was sold to the Meta Group.

Re: Reporting on Customer Churn when companies transfer ownership

chighsmith — Fri, 14 Nov 2025 16:46:17 GMT

Hi @MattDagg,

Thank you for posting to the Community!

I understand that you want to effectively report on customer churn when a venue transfers ownership between groups, ensuring churn details remain clear and trackable even as venues move between existing customers.

I'd like to tag in some of our Subject Experts -- Hi @AdamLPW @eburnaman and @Dan1 Do you have any ideas for @MattDagg?

Thank you!

Cassie, Community Manager

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Reporting on Customer Churn when companies transfer ownership

Re: Reporting on Customer Churn when companies transfer ownership