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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 calculate net revenue retention because it lacks the ability to track customer-level revenue changes over time and perform cohort-based calculations. You can see individual customer deals and revenue, but calculating NRR requires tracking revenue evolution across multiple periods with complex formulas that HubSpot doesn’t support.
Here’s how to track net revenue retention using your HubSpot customer and deal data with automated cohort analysis and NRR calculations.
Calculate accurate NRR rates with live HubSpot data using Coefficient
Coefficient extracts customer records and deal data from HubSpot into HubSpot spreadsheets where you can build NRR tracking that accounts for expansions, contractions, and churn. This gives you the longitudinal revenue analysis that HubSpot’s native reporting can’t provide.
How to make it work
Step 1. Import customer and revenue data.
Connect to HubSpot and extract contact records, associated deals, subscription amounts, and churn dates with complete historical data. Include custom fields that track subscription changes and renewal patterns for comprehensive NRR analysis.
Step 2. Create customer-level revenue tracking.
Build spreadsheet formulas that calculate each customer’s revenue contribution across defined time periods (monthly, quarterly, annually). Use SUMIFS functions to group revenue by customer and track how their contribution changes over time.
Step 3. Calculate NRR components and build cohort analysis.
Develop formulas that automatically identify and categorize revenue from existing customers, expansions, contractions, and churned accounts. Create cohort tables that track net revenue retention rates for customer groups acquired in specific time periods.
Step 4. Automate NRR updates and trending.
Set up scheduled imports to continuously update NRR metrics as new deals close and customers churn in HubSpot. Use Coefficient’s Snapshots feature to capture historical NRR data at regular intervals, preserving the longitudinal data necessary for accurate retention analysis.
Start measuring retention that matters
Tracking net revenue retention with HubSpot data gives you the customer growth insights that drive expansion strategies and investor confidence. With automated calculations and historical trending, you can focus on improving retention rates. Begin tracking NRR today.
