We have a monthly customer attrition report that we generate using Excel. This tracks the YTD attrition rate each month using this formula: (Customers at the beginning of the year + Customer Acquisition YTD - Customers at the end of the month)/Customers at the beginning of the year In the current excel table, we display the current year and the previous year YTD attrition rate (y-axis) by month (x-axis) in a vertical bar table. We have built the dataset and are attempting to build the report, but are struggling to replicate the y-axis and x-axis in the vertical bar table format. I'd appreciate any guidance for this!
Yeah, reports like attrition, net revenue retention, gross revenue retention, or even MRR reporting can be pretty challenging, especially without custom objects and some extra tinkering.
We had a similar use case at our organization, but instead of counting customers, we were tracking MRR (Monthly Recurring Revenue). The core concept is the same, though. Here’s the basic idea of how we approached it:
Custom Object for Snapshots:
You’ll need a custom object to capture customer snapshots month over month. This is key because you need to know the beginning number of customers, new customers acquired, and the ending number of customers for each month.
We did this for MRR, but in your case, you'd be tracking customers instead of revenue. The concept applies similarly.
Roll-Up Custom Object:
You can build a roll-up custom object for customer data. This allows you to track all the necessary details month by month.
The data input might be a bit manual, but since you're doing this monthly, it’s a one-time input each month and much easier to manage.
Without Custom Objects:
Without using custom objects, I’ve tried multiple methods and kept hitting roadblocks. It’s really difficult to pull off this type of reporting natively in HubSpot.
A simple workaround is to hyperlink the report into HubSpot if you want to visualize it there without importing the actual data. Not ideal though.
Datasets CSV Option:
Another thing you can try is using datasets. HubSpot now supports reporting from CSV data, so that’s an option to explore.
I’ve shared my LinkedIn post and a YouTube video where I walked through how we did this for MRR. You could take inspiration from that and apply the same approach for customer attrition.
It’s definitely tricky, but I hope this gives you some direction. Let me know if you figure out a better workaround—would love to hear it!
Yeah, reports like attrition, net revenue retention, gross revenue retention, or even MRR reporting can be pretty challenging, especially without custom objects and some extra tinkering.
We had a similar use case at our organization, but instead of counting customers, we were tracking MRR (Monthly Recurring Revenue). The core concept is the same, though. Here’s the basic idea of how we approached it:
Custom Object for Snapshots:
You’ll need a custom object to capture customer snapshots month over month. This is key because you need to know the beginning number of customers, new customers acquired, and the ending number of customers for each month.
We did this for MRR, but in your case, you'd be tracking customers instead of revenue. The concept applies similarly.
Roll-Up Custom Object:
You can build a roll-up custom object for customer data. This allows you to track all the necessary details month by month.
The data input might be a bit manual, but since you're doing this monthly, it’s a one-time input each month and much easier to manage.
Without Custom Objects:
Without using custom objects, I’ve tried multiple methods and kept hitting roadblocks. It’s really difficult to pull off this type of reporting natively in HubSpot.
A simple workaround is to hyperlink the report into HubSpot if you want to visualize it there without importing the actual data. Not ideal though.
Datasets CSV Option:
Another thing you can try is using datasets. HubSpot now supports reporting from CSV data, so that’s an option to explore.
I’ve shared my LinkedIn post and a YouTube video where I walked through how we did this for MRR. You could take inspiration from that and apply the same approach for customer attrition.
It’s definitely tricky, but I hope this gives you some direction. Let me know if you figure out a better workaround—would love to hear it!