Dashboards & Reporting

TKivisto
Member

Ability to create a report for Net churn

SOLVE

Hi, I'm struggling a bit to use Hubspot as a Customer Success tool. My biggest need right now would be to see what our net churn is. Is there a way to create a report for this? So net churn is calculated in this way: Revenue lost in a month - Upsales in a month / Revenue at the beginning of the month

 

In addition, I'd love to see a report when the customers' subscrition period is changing, is that possible to do for each CSM's customer portfolios?

0 Upvotes
1 Accepted solution
danmoyle
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Ability to create a report for Net churn

SOLVE

Hi @TKivisto. I would think about a couple of things in this question. 

 

1: Do you have an Upsell Pipeline? That could help you measure your upsell opportunities along with your core pipeline opportunities. 

2: A custom Deal report can help you pull in data for Closed Lost amounts (in each of your pipelines), closed won in upsells, and other revenue amounts. 

 

So I believe it would be possible if you're setting up the data ahead of time, yes. I'd look at a Custom Report, single object, Deals. Hope that helps! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Strategist

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

danmoyle
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Ability to create a report for Net churn

SOLVE

Hi @TKivisto. I would think about a couple of things in this question. 

 

1: Do you have an Upsell Pipeline? That could help you measure your upsell opportunities along with your core pipeline opportunities. 

2: A custom Deal report can help you pull in data for Closed Lost amounts (in each of your pipelines), closed won in upsells, and other revenue amounts. 

 

So I believe it would be possible if you're setting up the data ahead of time, yes. I'd look at a Custom Report, single object, Deals. Hope that helps! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Strategist

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
kvonloesecke
Community Manager
Community Manager

Ability to create a report for Net churn

SOLVE

Hi @TKivisto,

 

Thank you for reaching out! 

 

I would like to add some reporting experts to our conversation. 

Hi @johnelmer@danmoyle@StjepanGrcic@Josh@AdamLPW - Do you have any insight for @TKivisto? Have you created net churn reports within HubSpot? 

 

Thank you!

 

Best,
Kristen


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