Create Historical Stripe MRR Reporting in HubSpot

ClearSync Stripe Event app object records are created in HubSpot for every change to a Stripe Subscriptionโ€™s MRR, making it easy to see MRR change over time in HubSpot:

MRR Change over time by Category [New, Upgrade, Downgrade, Churn]:

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To create this report of 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 ClearSync Stripe Events
  • Step 3: Click next, then configure the report:
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    • (A) Under Chart, select the Combination report type in the bottom-left of the visualization options
    • (B) Search for Event Date in the left pane, then drag that field into the X-axis
    • (C) Search for MRR Change in the left pane, then drag that field into the Y-axis
    • (D) Search for Event MRR Type in the left pane, then drag that field into Break down by
๐Ÿย Save the report and optionally add it to a Dashboard
  • Suggested Report Name: Stripe MRR Change by Month by Type (ClearSync)