retention-rollup

Compute NRR, GRR, churn, and at-risk renewal status from HubSpot data.

3|Updated Jun 15, 2026

Search Tags:#portfolio analysis #churn #NRR #customer retention #GRR

Ready to run

npx skills add https://github.com/aura-farming/escc --skill retention-rollup

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: retention-rollup
Source: https://github.com/aura-farming/escc/tree/main/skills/retention-rollup
Command: npx skills add https://github.com/aura-farming/escc --skill retention-rollup

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill provides an overview of portfolio-level NRR, GRR, churn, and at-risk renewals, offering insights into customer retention and portfolio health.

Core Features & Use Cases

Portfolio Analysis: Calculate and summarize key metrics such as NRR, GRR, churn rates, and expansion rates.
At-Risk Renewals: Identify accounts with upcoming renewals and flag those at high, medium, or low risk.
Use Case: Before a board meeting, you can activate this Skill to understand the overall revenue health of the accounts under management and the renewal status.

Quick Start

Trigger the 'retention-rollup' command to analyze the retention health of the portfolio.

Frequently Asked Questions about retention-rollup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I calculate NRR and GRR for my customer portfolio?▼

At-risk renewal analysis evaluates upcoming renewals and flags accounts as high, medium, or low risk. This allows you to prioritize outreach and strategic reviews for accounts needing immediate retention planning.

Can I analyze customer churn using HubSpot data?▼

Yes, customer churn analysis requires HubSpot data to compute portfolio-level metrics. The Skill processes your HubSpot account information to identify churned accounts and summarize retention health for strategic reviews.

What is the best way to prepare for a board meeting on revenue health?▼

Generating a retention rollup provides an overview of NRR, GRR, churn, and at-risk renewals. This delivers the portfolio-level insights needed to present overall account revenue health and renewal status to a board.

Do I need HubSpot data to identify at-risk renewals?▼

Yes, HubSpot data is required to identify at-risk renewals and compute churn metrics. The Skill relies on this specific platform integration to accurately flag upcoming renewals and assess portfolio retention.

What customer retention metrics are included in a portfolio analysis?▼

Portfolio analysis includes NRR, GRR, churn rates, and expansion rates. It summarizes these key retention metrics alongside at-risk renewal statuses to provide a comprehensive view of portfolio health.