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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 create waterfall charts and lacks the ability to categorize MRR changes into the specific components needed for waterfall analysis. You can see subscription revenue and deal changes, but building waterfall visualizations that show new MRR, expansion, contraction, and churn requires capabilities that HubSpot doesn’t offer.
Here’s how to build professional MRR waterfall charts using your HubSpot subscription revenue data with automated component categorization and dynamic visualizations.
Create dynamic MRR waterfall charts with live HubSpot data using Coefficient
Coefficient extracts subscription data from HubSpot into HubSpot spreadsheets where you can build waterfall charts that automatically categorize MRR changes and update with new data. This gives you the visual MRR analysis that subscription businesses need but HubSpot can’t create.
How to make it work
Step 1. Import comprehensive subscription data.
Connect to HubSpot and extract deals, contact data, subscription start and end dates, and revenue amounts with historical data. Include custom fields that help identify subscription changes and customer lifecycle events for accurate waterfall categorization.
Step 2. Calculate waterfall components automatically.
Build formulas that automatically categorize MRR changes into beginning MRR, new MRR, expansion MRR, contraction MRR, churned MRR, and ending MRR. Use period-over-period analysis to track MRR movements between specific time periods like month-over-month or quarter-over-quarter.
Step 3. Build waterfall visualizations and drill-downs.
Use spreadsheet charting capabilities to create professional waterfall charts showing MRR progression and component contributions. Create detailed breakdowns showing which specific customers or deals contributed to each waterfall component for deeper analysis.
Step 4. Automate chart updates and maintain history.
Schedule regular data refreshes so waterfall charts automatically update with new HubSpot subscription data. Formula Auto Fill Down ensures that waterfall calculations are automatically applied to new data, maintaining accurate MRR categorization while preserving historical waterfall analysis.
Visualize your MRR story clearly
MRR waterfall charts with HubSpot subscription data tell the complete story of your revenue growth and help identify which components drive or hurt performance. With automated updates and professional visualizations, your team gets clear MRR insights. Start building waterfall charts today.
