Automating and Curing the Pain of Tracking Net Revenue Retention
Automating and Curing the Pain of Tracking Net Revenue Retention

Using HubSpot's advanced datasets, we developed a dynamic system that turned
scattered revenue data into actionable insights. By strategically categorizing revenue
streams (such as new revenue, churn, and expansion), automating recurring calculations,
and aligning these with deal stages, we transformed HubSpot into a powerful NRR engine.
This streamlined the client's ability to calculate and track NRR at any moment-without
relying on external spreadsheets or complex integrations.