ClearSync Stripe Subscription app object records are created in HubSpot for every Stripe Subscription. We can use the field Current MRR on that object (or a calculation field that you can create for Current ARR) to report on your total currently active MRR/ARR across all Subscriptions.
Current MRR/ARR Report:
To create this report of Current MRR/ARR:
- Step 1: Go to Reports > Create Reports
- Step 2: Create a Single Object Report > select ClearSync Stripe Subscriptions
- Step 3: Click next, then configure the report:
- Step 4: Click Selected Properties
- Add Current MRR
- Optionally add: [Customer Name, Customer Email, Product Name, Current Period Start, Current Period End] for sortable context in the Unsummarized Dataset view in the screenshot above, below the Current MRR metric.
- Step 5: Change the time period from “This quarter so far” to “All Data”
- Step 6: Click “Visualization”
- Drag the field Current MRR into the Displaying
- Select the “KPI” Chart Type to display the MRR metric
🏁 Save the report and optionally add it to a Dashboard
- Suggested Report Name: Current Stripe MRR (ClearSync)