Calculating Churn with Reports or Lists

[Johntabita]

Until recently, many sales rep and those responsible for cancellations weren't using HubSpot, so we did bulk uploads to keep contact records accurate. This skewed our monthly data, because uploads didn't neccessarily happen the same month that the sale or cancellation occurred.

Now that everyone's on board, I need a way to measure churn. Can I create a custom report? If so, what properties should I create?

I'm also looking for suggestions for a process to use. I'm considering creating a separate deal pipeline that someone would use to try to win the cancellation back.

Thanks!

[jennysowyrda · Accepted solution]

Hi @Johntabita,

@Seyed and @Josh  shared some great options for handle churn in this thread. 

Additionally, I wanted to share a few blog resources as well: 

1. What is churn rate

2. What is customer churn

Thank you,
Jenny

[Johntabita]

I actually read both those articles the same day I posted. But the thread you linked to was exactly what I was looking for. Thanks!