Calculating Churn with Reports or Lists解決
3 13, 2019 11:10 AM
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.