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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot can’t distinguish between new, expansion, and contraction MRR within its standard reports. You can see deal amounts and customer associations, but calculating period-over-period MRR changes and categorizing them as expansion or contraction requires formulas that HubSpot doesn’t support natively.
Here’s how to calculate expansion and contraction MRR using your HubSpot deal properties with automated categorization and net expansion tracking.
Track customer-level MRR changes automatically using Coefficient
Coefficient extracts deal amounts, close dates, and customer associations from HubSpot into HubSpot spreadsheets where you can build formulas that automatically categorize MRR changes. This gives you the expansion and contraction tracking that subscription businesses need but HubSpot can’t calculate.
How to make it work
Step 1. Import deal properties for MRR tracking.
Connect to HubSpot and extract deal amounts, close dates, associated contact IDs, deal types, and any custom expansion or contraction flags you’ve created. Include historical deal data to establish baseline MRR levels for each customer.
Step 2. Create customer-level MRR tracking formulas.
Use spreadsheet formulas to group deals by customer and calculate period-over-period MRR changes. Build SUMIFS formulas that compare each customer’s current period MRR to their previous period MRR, identifying increases and decreases automatically.
Step 3. Automate expansion and contraction categorization.
Create formulas that automatically identify when a customer’s MRR increases (expansion) or decreases (contraction) between periods. Use IF statements to categorize changes and calculate gross expansion MRR, gross contraction MRR, and net MRR expansion rate.
Step 4. Schedule regular updates and reporting.
Set up automated daily or weekly refreshes to continuously track MRR changes as new deals close in HubSpot. Formula Auto Fill Down ensures that expansion and contraction calculations are automatically applied to new deals, maintaining consistent MRR categorization without manual work.
Start tracking expansion and contraction today
Calculating expansion and contraction MRR from HubSpot deal properties gives you the customer growth insights that drive retention and expansion strategies. With automated categorization and regular updates, you can focus on growing net expansion rates. Begin tracking MRR changes today.
