With ClearSync’s custom object approach in HubSpot, CLS Stripe Event records are created for every change to a subscription’s MRR, making it easy to see MRR change over time in HubSpot:
MRR Over Time by Category:
To create a report for MRR change over time by revenue category:
- Step 1: Go to Reports > Create Reports
- Step 2: Create a Custom Report > set the Primary Data Source to CLS Stripe Events
- Step 3: Click next, then:
- Search for “Event Date” in the left pane, then drag that field into the “X-axis”
- Search for “MRR Change” in the left pane, then drag that field into the “Y-axis”
- Search for “Event MRR Status” in the left pane, then drag that field into “Break down by”
- Step 4: Under “Chart”, select the “Combination” report type in the bottom-left of the visualization options
- 🏁 Save the report and optionally add it to a Dashboard