ClearSync Stripe Event app object records are created in HubSpot for every change to a Stripe Subscriptionโs MRR, making it easy to see MRR change over time in HubSpot:
MRR Change over time by Category [New, Upgrade, Downgrade, Churn]:
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:
- (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
๐ย Save the report and optionally add it to a Dashboard
- Suggested Report Name: Stripe MRR Change by Month by Type (ClearSync)