Revenue Churn New/soft/upgraded/hard

[Finance]

I have a lot of customers and 1000s of products. We want to moments in each months based on client and the serivce. Example If customer A just started in 12/1/2020,  I want to attribute that 1000 revenue as a new customer, for all my customers. At 01/01/2021, I want to attribute the extra 1000 to an upsell. Then, the customer stopped paying that extra $1000 service, so I want to attribute that to soft churn in 02/01/2020. As the customer doesn't have an entry for 3/1/2021, I want to attribute that 1000 loss to hard churn. 

Currently Im using Min and Max Date to find Added and Lost Revenue. But I'm having hard time working with soft/upgrade revenue. I'm using previous month revenue logic to find upgrade and down grade but im not able to deploy the query on a big database. 

Pbix working file 

[v-yingjl]

Hi @Finance ,

Seems that the sample file is too large and complex to open. By the way, if the data source is your database without import connection mode, we could not use it as a sample.

Could you please consider sharing a simple sample and expected output so that members in the community could help you better.

Please see this post regarding How to Get Your Question Answered Quickly:
https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

Best Regards,
Community Support Team _ Yingjie Li

[Finance]

Hey,

I will provide sample data but the only problem is that my current technique is able to get churn for small data set. But it not able to provide output on big data set.