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Category Changes

Following changes have been made to the Report categories.

  • A new category Recurring Revenue has been introduced for tracking all MRR and ARR related reports.
  • A new category Collections has been introduced for tracking all Dunning and Revenue Recovery related reports.
  • A new category Billing & Taxes has been introduced for tracking Billing and taxes related reports in one place.
  • Cashflow category has been merged into Transactions category.
  • MRR and ARR category have been merged with Recurring Revenue category.
  • Billing and Taxes category have been merged with each other.
  • Plan as a category has been discontinued and reports have been moved to other categories based on the metric. e.g. Total Billing by Plan will now be available under Billing & Taxes category. Total MRR by plan will be under Recurring Revenue Category and so on.

Report Names and description changes

S.NoReport NameNew NameNew Description
1Signups to activation conversion breakdownActivation Lead Time SummarySummary of activations into buckets based on time taken to activate a subscription post signup.
2Signup to activation lead timeAverage Activation Lead TimeAverage number of days taken to activate a subscription post signup.
3Paid subscription lifetimeAverage Lifetime of a Paid SubscriptionTotal lifetime of paid subscriptions calculated in months.
4Paid subscription lifetime by business typeAverage Lifetime of a Paid Subscription by Business TypeTotal lifetime of paid subscriptions calculated in months segmented by Business Type.
5Churn Breakdown by Activation DateChurn Breakdown SummaryReport Explorer: Summary of subscription churn based on days taken to cancel a subscription post sign up or activation. Dashboard: Summary of subscription churn based on days taken to cancel a subscription post activation.
6Net MRR Churn rateNet MRR Growth RateNet percentage change in Monthly Recurring Revenue over time.
7Net CashflowNet PaymentsTotal value of successful payments excluding successful refunds.
8Net Cashflow by Sales AgentNet Payments by Sales AgentTotal value of successful payments excluding successful refunds segmented by Sales Agent.
9New TrialsNew Trial SubscriptionsTotal number of trial subscriptions that started during the specified period.
10New Trials by planNew Trial Subscriptions by PlanTotal number of trial subscriptions that started during the specified period segmented by Plan.
11Subscription break downPaid Subscription SummarySummary of all paid subscriptions based on status.
12Overdue Invoice Recovery BreakdownReceivables Recovery SummarySummary of all paid overdue invoices based on the number of overdue days.
13Subscription retention cohort by activation dateSubscription Retention CohortPercentage of Monthly Recurring Revenue retained over time from subscriptions that activated during specified period.
14Voided invoice amountTotal Amount VoidedTotal value of all the voided invoices
15Gross ARR ChurnTotal ARR ChurnTotal Annual Recurring Revenue lost from paused, cancelled, or downgraded subscriptions.
16Gross ARR churn by planTotal ARR Churn by PlanTotal Annual Recurring Revenue lost from paused, cancelled, or downgraded subscriptions segmented by Plan.
17Recurring addon revenue summaryTotal Billing by Recurring AddonTotal invoiced amount segmented by Recurring Addon
18Non recurring addon revenue summary.Total Billing by Non Recurring AddonTotal invoiced amount segmented by Non Recurring Addon
19Cards about to ExpireTotal Cards Due to ExpireTotal number of credit cards that are due to expire in the next six months including the current month.
20CMRR - MonthlyTotal CMRRTotal expected Monthly Recurring Revenue earned from subscriptions including all scheduled changes.
21MRR distributed by metered and non metered componentsTotal MRR by Metered and Non-Metered ComponentsTotal Monthly Recurring Revenue earned from subscriptions segmented by Metered and Non-metered components
22Gross MRR churnTotal MRR ChurnTotal Monthly Recurring Revenue lost from paused, cancelled, or downgraded subscriptions.
23Gross MRR churn RateTotal MRR Churn RatePercentage of Monthly Recurring Revenue lost from paused, cancelled, or downgraded subscriptions.
24Non recurring cashflowTotal Non Recurring PaymentsTotal value of successful payments against non-recurring invoices.
25Order shipment statusTotal Orders by Shipment StatusTotal number of orders created segmented by Shipment Status.
26Gross CashflowTotal PaymentsTotal value of successful payments.
27Gross Cashflow by gatewayTotal Payments by GatewayTotal value of successful payments segmented by Gateway.
28Gross Cashflow by payment methodTotal Payments by Payment MethodTotal value of successful payments segmented by Payment Method.
29Recurring cashflowTotal Recurring PaymentsTotal value of successful payments received against recurring invoices.
30Total subscription quantity by plan or addonTotal Subscription Quantity by ProductTotal quantity associated with subscriptions including unpaid subscriptions segmented by Product.

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