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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.”
Calculating monthly customer churn rates in Salesforce reports hits a wall fast. The platform lacks built-in functions for period-over-period customer comparisons and percentage calculations across time dimensions.
Here’s how to build accurate churn rate calculations using your Salesforce data in spreadsheets where complex formulas actually work.
Calculate precise churn rates using Coefficient
SalesforceCoefficientSalesforceThe standard churn formula is simple: (Customers Lost in Month) / (Customers at Start of Month) × 100. Butreports can’t handle this calculation because it requires comparing customer counts across different time periods.solves this by importing youraccount data directly into Google Sheets or Excel where you can use powerful spreadsheet functions.
How to make it work
Step 1. Import your Salesforce account data.
Connect Coefficient to pull Account records with key fields like Created Date, Close Date, Account Status, and Stage. This gives you the raw data needed for churn calculations without Salesforce’s reporting limitations.
Step 2. Create monthly customer cohorts.
Use COUNTIFS functions to segment customers by acquisition month. This lets you track how many customers you had at the start of each period and how many churned during that time.
Step 3. Apply the churn rate formula.
Build your churn calculation using standard spreadsheet functions:
Step 4. Automate your updates.
Schedule automatic data refreshes hourly, daily, or weekly to keep your churn calculations current as new data enters Salesforce. No more manual exports or stale reports.
Step 5. Track historical trends.
Use Coefficient’s snapshot feature to preserve month-end churn rates for trend analysis. This creates a historical record that updates automatically while preserving past calculations.
Start tracking churn rates that actually update
Get startedThis approach gives you the complex time-based calculations and flexibility that Salesforce simply can’t deliver. You can analyze gross churn, net churn, and cohort-based variations all in one place.with automated churn tracking today.
