Revenue Hub play · Board-ready revenue

Board-Ready Revenue Pack in HubSpot: the board deck, live

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.

By Joe LaGrutta, founder of JayOh · HubSpot Platinum Partner · Updated October 23, 2026 · Part of the HubSpot Revenue Hub playbook

See it in HubSpotTalk to us about this play

The problem: Every board meeting means a week of rebuilding retention and ARR bridges by hand.

STEP 1MRR waterfallNew, expansion, contraction and churn, traced to contracts.
STEP 2RetentionNRR, GRR and booked vs. net-new MRR.
STEP 3CashBilled vs. collected and A/R aging.
STEP 4Board packOne dashboard with written definitions.
STEP 5MeasureTime to produce the pack and leadership usage.
Interactive walkthrough

See it in HubSpot, in 7 steps

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.

How to run it

What JayOh builds, step by step

1

Build the MRR waterfall

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.

Where
Reporting > Reports > Revenue > Contracts
Watch for
If a bar can’t be traced to contracts, it isn’t board-ready.
2

Add NRR, GRR and booked vs. net-new MRR

Calculate retention straight from the waterfall so the numbers can’t disagree, and show booked (new + expansion) next to net-new MRR.

Where
Reporting > Custom reports
Watch for
Always show NRR and GRR together.
3

Add billed vs. collected and A/R aging

Use invoices and payments already in Revenue Hub for billed vs. collected and open A/R by age.

Where
Reporting > Revenue analytics
Watch for
Show A/R aging every quarter, even when it’s clean.
4

Package it as a board and lender dashboard

Put every board metric on one dashboard, attach written definitions signed off by the CFO and CEO, and email it on a schedule.

Where
Reporting > Dashboards > Share / email
Watch for
Retire the spreadsheet the week the dashboard launches.

What we measure

How you know it’s working

  • Time to produce the board pack
  • Metric definitions agreed and documented
  • Leadership dashboard usage

What it needs

Before you start

  • Revenue Hub Professional
  • Contract Source of Truth in place
  • 1–2 sprints (quick win)

Pairs with

  • Contract Source of Truth: Contract MRR the pack is built on.
  • Portfolio Revenue Standard: The same pack standardized across a PE portfolio.

Browse all 28 quote-to-cash plays in the HubSpot Revenue Hub playbook, or start with how to use HubSpot Revenue Hub.

FAQ

Board-Ready Revenue Pack in HubSpot: common questions

Can HubSpot report an MRR waterfall?

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.

How are NRR and GRR calculated?

NRR = (start MRR + expansion − contraction − churn) ÷ start MRR. GRR = (start MRR − contraction − churn) ÷ start MRR, so GRR can never exceed 100%.

What should a board revenue pack include?

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.

What should we measure?

Time to produce the board pack, the share of metric definitions agreed and documented, and leadership dashboard usage.

Run this play with JayOh

We build it on your portal.

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.