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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.”
Salesforce struggles with net revenue churn calculations because they require complex formulas comparing revenue changes from churned customers against revenue expansion from existing customers. These calculations exceed Salesforce reporting formula capabilities.
Here’s how to build both customer count churn and net revenue churn analysis using multi-object data imports and advanced spreadsheet calculations.
Build comprehensive churn analysis using Coefficient
SalesforceCoefficientSalesforcecan’t easily summarize complex revenue calculations across report groups or handle the multi-object analysis needed for net revenue churn.provides sophisticated capabilities by combining Account churn data with Opportunity revenue data from yoursystem.
How to make it work
Step 1. Import account and revenue data.
Use Coefficient to pull both Account data (Created Date, Close Date, Status) and Opportunity/Quote Line Item data (Monthly Recurring Revenue, Contract Value, Expansion Revenue). This multi-object approach gives you complete churn visibility.
Step 2. Calculate customer count churn.
Build the standard formula:. This gives you the baseline customer churn metric for comparison.
Step 3. Build net revenue churn calculations.
Create the complex formula:. Use SUMIFS and VLOOKUP functions to combine data across multiple objects.
Step 4. Set up comparative analysis.
Build side-by-side comparisons of gross churn, net churn, and customer count churn. Add additional metrics like dollar-based churn rates and logo churn vs revenue churn correlation.
Step 5. Configure automated updates.
Schedule refreshes to track both metrics continuously. Your revenue and customer churn analysis stays current as new data flows in from Salesforce.
Step 6. Add advanced segmentation.
Calculate churn rates by customer segment, plan type, or acquisition channel. Track time-period flexibility for 30-day, quarterly, or annual churn analysis.
Get the multi-dimensional churn analysis you need
Start trackingThis multi-dimensional analysis is virtually impossible to achieve accurately within Salesforce’s native reporting constraints. You get complete visibility into both customer behavior and revenue impact.comprehensive churn metrics today.
