Board-Ready Revenue Pack is a HubSpot Revenue Hub play that puts the board and lender metrics in one live dashboard: the MRR waterfall (new, expansion, contraction, churn), NRR, GRR, booked vs. net-new MRR, billed vs. collected and A/R aging, with every metric definition written down.
See it in HubSpotTalk to us about this playThe problem: Every board meeting means a week of rebuilding retention and ARR bridges by hand.
How to read it: Follow a fictional Q3 where MRR moves from $52,000 to $62,500 with new, expansion, contraction and churn traced to named contracts, plus NRR, GRR, cash and A/R on one dashboard. The bar on top shows which part of the play you're on, and the orange boxes point at what matters on each screen.
Try it: switch periods on the waterfall (step 2) and show the metric definitions (step 5). Use Next / Back or your arrow keys. Illustrative mockup with fictional customers.
Start MRR, new, expansion, contraction, churn and end MRR for the period, with every bar traceable to named contracts. Start from HubSpot's native MRR waterfall by month report.
Calculate retention straight from the waterfall so the numbers can’t disagree, and show booked (new + expansion) next to net-new MRR.
Use invoices and payments already in Revenue Hub for billed vs. collected and open A/R by age.
Put every board metric on one dashboard, attach written definitions signed off by the CFO and CEO, and email it on a schedule.
Browse all 28 quote-to-cash plays in the HubSpot Revenue Hub playbook, or start with how to use HubSpot Revenue Hub.
Yes. Revenue Hub includes a native MRR waterfall by month report (existing, new, expansion, contraction and churn) built on contract records, under Reporting > Reports > Revenue > Contracts.
NRR = (start MRR + expansion − contraction − churn) ÷ start MRR. GRR = (start MRR − contraction − churn) ÷ start MRR, so GRR can never exceed 100%.
Ending MRR and ARR, the MRR waterfall, NRR and GRR, booked vs. net-new MRR, billed vs. collected, and A/R aging, each with a written definition.
Time to produce the board pack, the share of metric definitions agreed and documented, and leadership dashboard usage.
JayOh is a HubSpot Platinum Partner. A Growth Pod scopes the play against your portal, builds it in sprints and sets up the reporting so you can see it working.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
