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RevenueStory vs Classic Reports 

RevenueStory 

RevenueStory gives a 360° business visibility on subscription-based analytics. It helps you identify and track the key performance indicators driving your organization's revenue, subscriptions, signups, activations, churn, and a host of other metrics that you need to make effective decisions. RevenueStory has more than 150+ ready-made reports that help you derive actionable insights on new sales, payments collected, monthly recurring revenue (MRR), activations, churn, and so on. You can access these reports from the RevenueStory tab in the Chargebee application.

Learn more about RevenueStory.

Note

Currently, RevenueStory is available only for Chargebee's paid plans.

Classic Reports 

Chargebee offers different types of reports that are broadly grouped under subscriptions, accounting, revenue recovery, and transactions. You can access these reports on your Chargebee site, under Classic Reports.

Learn more about Classic Reports.

Adding RevenueStory metrics to the dashboard 

A dashboard is a type of graphical user interface that provides an at-a-glance view of key performance indicators. RevenueStory's dashboard provides a summary of metrics to measure the health of your business.

To add the RevenueStory metrics in your dashboard, do the following:

  1. Login to your Chargebee Site and click RevenueStory > Metric Explorer. Search for the required metric (for example, gross cashflow) in the search bar.

  2. Click Add to add the report as a KPI or a Chart in your dashboard. For example, to add this metric as a chart, click Add near the Chart option.

  3. Click Add to Dashboard from the Metric Explorer page and the Gross Cashflow chart will be added to your RevenueStory dashboard. Click RevenueStory > Dashboards to view the existing and newly added metrics.

Listed below are the Classic Reports available in Chargebee and their equivalent reports that are available in RevenueStory.

Subscription Summary 

The subscription summary section displays information about your sales performance. It contains reports on revenue, signups, activations, failed transactions, canceled subscriptions, subscription count, a monthly report card for plans and add-ons, renewal summary, refund summary, and Average Revenue Per User.

Note

You can also get day-level data with these metrics in RevenueStory. To get the day-level data you need to add the metric to your dashboard at daily granularity.

The following table provides information on the differences between classic reports for subscription data and their equivalent reports in RevenueStory.

Classic Report RevenueStory Metric
Revenue

This report displays the total revenue generated for each day of the current month.

Formula:

Sum of successful transaction amount after subtracting the refund amount on a particular date where transaction type is not equal to 'Authorization'.

Gross Cashflow

Total value of payments received against recurring and non-recurring invoices during a specific period.

Formula:

Sum of transaction amount filtered by type as payments and status as Success.
Signups

This report displays the day-wise signup for the current month.

Formula:

Total count of subscription created on a particular date.
Signups

Total number of Signups during the specific period.

Note:

Creation Date is based on the minimum of Creation Date, Subscription Start Date, Trial Start Date, First Invoice Date, and Activated at date for each subscription.

Formula:

Count of subscription IDs created during a specific period.
Activations

This report displays the activations for each day of the current month.

Formula:

Total count of subscription activated on a particular date.
Activations

Number of subscriptions activated during the period, including all Trial to Active conversions.

Note:

This metric does not include reactivations and only considers the first activation date of the subscription.

Formula:

Count of subscription IDs activated during a specific period.
Failed Transactions

This report displays the failed transactions for each day of the current month.

Formula:

Total count of transaction failed on a particular date.
Failed Transactions

Total number of failed transactions during the period.

RevenueStory groups failed transactions in to the following categories:

- Number of Failed Payment Transactions

- Number of Failed Refund Transactions

Formula:

Number of Failed Payment Transactions:

Count of Transaction IDs filtered by type as payments and status as success.

Number of Failed Refund Transactions:

Count of Transaction IDs filtered by type as refunds and status as success.
Cancelled Subscription

This report displays the cancellations done on each day of the current month.

Formula:

Total count of cancelled subscription on a particular date.
Total Subscription Churn

This is the sum total number of cancellations in a certain period of time.

This metric does not include trial expirations.

Formula:

Count of subscription IDs cancelled during a specific period.
Subscription Count

This report gives you an overview on the number of subscribers you have for all your plans. By default, all subscription states (future, trial, active, non renewing and cancelled) are considered in the count indicated in this report. You can use filters to view the count based on specific subscription criteria.

Formula:

Count of subscription IDs grouped by plan at present.
Total Active Subscriptions by Plan

Total number of subscriptions as of a specific period segmented by plan.

Formula:

Count of subscription IDs grouped by plan as of a specific period.
Monthly Report Card for Plans

This report is useful to understand how each of your plan is performing overall. Calculation takes into account the discount / credit applied in the invoice and these are pro-rated, as applicable.

Formula:

Amount = Sum( (quantity- free quantity)*(amount + discount amount) - tax if applicable) grouped by Plan Id where invoices is in Paid status and paid on that month.
Total Billing by Plan

This is the total value of invoices generated from subscriptions segmented by plan. It is the total amount arrived at after considering discounts, coupons, add-ons, taxes. It includes both recurring and non-recurring invoices.

Formula:

Sum of Total Invoice amount minus any applicable discounts filtered by component type as plan and grouped by plan as of a specific period.
Monthly Report Card for Addons

This report is useful to understand how each of your addon is performing overall. Calculation takes into account the discount / credit applied in the invoice and these are pro-rated, as applicable.

Formula:

Amount = Sum( (quantity- free quantity)*(amount + discount amount) - tax if applicable) grouped by Addon Id with invoices paid on date filter.
Recurring Addon Revenue Summary

Breakdown of revenue generated from recurring addons.

Formula:

Sum of Total Invoice amount minus any applicable discounts filtered by product type as addon and charge type as recurring and grouped by addon as of a specific period.

Non-recurring Addon Revenue Summary:

Breakdown of revenue generated from non-recurring addons.

Formula:

Sum of Total Invoice amount minus any applicable discounts filtered by product type as addon and charge type as non-recurring and grouped by addon as of a specific period.
Refund Summary

Provides you with a summary of all the refunds made along with the type of refund (full or partial). You can run the report using different filters to view specific refund types as well as for different time periods.
Refunds

Total value of refunds processed for customers during a specific period.

Formula:

Count of Transaction Ids filtered by Type as Refunds and Status as Success.
Average Revenue Per User/Month (ARPU)

Measure of the revenue generated per user for the period of a month. Calculation is basically done by dividing the amount paid by the user by number of months the user is active. For currently active users, ARPU is calculated by using the period from the activated date till the next billing date. For cancelled users, it is calculated by the number of months between the date of activation and the cancellation date.
Average Revenue Paid per Subscription (ARPS)

The average revenue earned per paid subscription per period.

Formula:

Ratio of monthly recurring revenue and active paid subscriptions as of a specific period.

Renewal Summary

Classic reports in Chargebee provide Renewal Summary report, which is used to list all future & past renewals for a specific period. It does NOT include one-off invoices and pro-rated invoices that are raised in the middle of a billing term.

Note

Currently, RevenueStory does not support the Renewal Summary metric.

Accounting 

You can find reports related to accounting such as account summary reports, revenue recognition, deferred revenue, aging, tax summary, and tax exemption report in classic reports.

To view the accounting reports in RevenueStory, do the following:

Login to your Chargebee Site and click RevenueStory > Accounting Reports. View the Revenue recognized each month, account summary, deferred revenue, and so on from the Accounting Reports section.

Note

Classic reports show only the last 24 months of data whereas the accounting reports in RevenueStory can display data from any year as required.

The following table provides information on the differences between classic reports for accounting data and their equivalent reports supported in RevenueStory.

Classic Report RevenueStory Metric
Accounting Summary Report

The Account Summary report is a monthly report of your sales, discounts, bad debts, and reversals, that can be used for accounting purposes.
Account Summary

The Account Summary metric displays the monthly report of your sales, discounts, bad debts, aging balance and reversals.
Revenue Recognition

The Revenue Recognition report provides the actual revenue recognised every month so far and the projected revenue for forthcoming months (based on current data).
Revenue Recognition

Revenue recognition displays the amount recognized for each month.
Deferred Revenue

The Deferred Revenue report provides the pending revenue to be recognized each month, for the period selected.
Deferred Revenue

The deferred revenue report displays the pending revenue to be recognized each month.
Account Receivable (A/R) Aging Report

An aging report gives you a detailed view on the outstanding invoices based on the invoice date or due date. The value displayed in the report is the net due amount of the outstanding invoices.
Account Receivable (A/R) Aging

The Account Receivable - Aging report displays the AR Aging and Amount Due.
Tax Summary Report

The tax summary is a comprehensive report of all your taxable sales made during a specific period.
Tax Summary

Breakdown of total taxes applicable for invoices during a specific period. RevenueStory classifies these reports as the following:

- Tax Summary by Tax Name

- Tax summary by Tax Rate

- Tax summary by jurisdiction Type and Name

Tax Exemption Report

This is a comprehensive report of all the exempted sales made during a specific period. It contains details of the exempted portion of your sales and the reasons for exemption.

Note

Currently, the Tax Exemption Report is not supported in RevenueStory.

Revenue Recovery 

The classic reports in Chargebee comprise two major reports related to revenue recovery.

Abandoned Cart

This report provides details of customers who have abandoned their purchases at the checkout stage, and the details of their intended purchase.

Note

Currently, RevenueStory does not support the Abandoned Cart metric.

Recovered Cart

This report provides details of abandoned carts that have been recovered in the last 30 days. Chargebee considers a cart as recovered when the customer retries and successfully check out the same/different product.

Note

Currently, RevenueStory does not support the Recovered Cart metric.

Transactions 

The transaction section of the classic report contains reports such as transaction summary, transaction trend, and lost opportunities.

The following table provides information on the differences between classic reports for transaction data and their equivalent reports supported in RevenueStory.

Classic Report RevenueStory Metric
Transaction Summary

Displays a summary of all the payment transactions (success, failure, voided, etc.) within the system.
Payment Transaction Breakdown

A summary of successful, failed, voided, in-progress and timeout payment transactions month-on-month.

Refund Transaction breakdown

A summary of successful, failed, voided, in-progress and timeout refund transactions month-on-month.
Transaction Trend

Transaction trend displays daily transactions, average transaction by day of the week and hour of the day.

Daily Transactions shows the total number of transactions that occurred in a day.

Average Transactions by Day of Week displays the average number of transactions that has occurred during the specific days of the week based on the transaction date you specify.

Average Transactions by Hour shows the average number of transactions based on the hour of occurrence.
Number of Payment Transaction

Total number of payment transactions during a specific period.

Formula:

Count of Transaction Ids filtered by status as success and type as payments.

Number of Voided Payment Transaction

Total number of voided payment transactions during a specific period.

Formula:

Count of Transaction IDs filtered by status as voided and type as payments.

Number of Failed Payment Transaction

Total number of failed payment transactions during a specific period.

Formula:

Count of Transaction IDs filtered by status as failed and type as payments.

Number of Refund Transaction

Total number of refund transactions during a specific period.

Formula:

Count of Transaction Ids filtered by status as success and type as refunds.

Number of Failed Refund Transaction

Total number of failed refund transactions during a specific period.

Formula:

Count of Transaction IDs filtered by status as failed and type as refunds.

Lost Opportunities

This displays the opportunities that have been lost or missed. These are all the customers who tried to sign up with you but were unable to. It displays the email addresses of users whose sign-up attempt failed along with details including the total number of attempts made, the time of the most recent attempt, and the maximum amount they tried to sign up for during these attempts.

Note

Currently, RevenueStory does not support the Lost Opportunities metric.

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