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.No | Report Name | New Name | New Description |
|---|---|---|---|
| 1 | Signups to activation conversion breakdown | Activation Lead Time Summary | Summary of activations into buckets based on time taken to activate a subscription post signup. |
| 2 | Signup to activation lead time | Average Activation Lead Time | Average number of days taken to activate a subscription post signup. |
| 3 | Paid subscription lifetime | Average Lifetime of a Paid Subscription | Total lifetime of paid subscriptions calculated in months. |
| 4 | Paid subscription lifetime by business type | Average Lifetime of a Paid Subscription by Business Type | Total lifetime of paid subscriptions calculated in months segmented by Business Type. |
| 5 | Churn Breakdown by Activation Date | Churn Breakdown Summary | Report 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. |
| 6 | Net MRR Churn rate | Net MRR Growth Rate | Net percentage change in Monthly Recurring Revenue over time. |
| 7 | Net Cashflow | Net Payments | Total value of successful payments excluding successful refunds. |
| 8 | Net Cashflow by Sales Agent | Net Payments by Sales Agent | Total value of successful payments excluding successful refunds segmented by Sales Agent. |
| 9 | New Trials | New Trial Subscriptions | Total number of trial subscriptions that started during the specified period. |
| 10 | New Trials by plan | New Trial Subscriptions by Plan | Total number of trial subscriptions that started during the specified period segmented by Plan. |
| 11 | Subscription break down | Paid Subscription Summary | Summary of all paid subscriptions based on status. |
| 12 | Overdue Invoice Recovery Breakdown | Receivables Recovery Summary | Summary of all paid overdue invoices based on the number of overdue days. |
| 13 | Subscription retention cohort by activation date | Subscription Retention Cohort | Percentage of Monthly Recurring Revenue retained over time from subscriptions that activated during specified period. |
| 14 | Voided invoice amount | Total Amount Voided | Total value of all the voided invoices |
| 15 | Gross ARR Churn | Total ARR Churn | Total Annual Recurring Revenue lost from paused, cancelled, or downgraded subscriptions. |
| 16 | Gross ARR churn by plan | Total ARR Churn by Plan | Total Annual Recurring Revenue lost from paused, cancelled, or downgraded subscriptions segmented by Plan. |
| 17 | Recurring addon revenue summary | Total Billing by Recurring Addon | Total invoiced amount segmented by Recurring Addon |
| 18 | Non recurring addon revenue summary. | Total Billing by Non Recurring Addon | Total invoiced amount segmented by Non Recurring Addon |
| 19 | Cards about to Expire | Total Cards Due to Expire | Total number of credit cards that are due to expire in the next six months including the current month. |
| 20 | CMRR - Monthly | Total CMRR | Total expected Monthly Recurring Revenue earned from subscriptions including all scheduled changes. |
| 21 | MRR distributed by metered and non metered components | Total MRR by Metered and Non-Metered Components | Total Monthly Recurring Revenue earned from subscriptions segmented by Metered and Non-metered components |
| 22 | Gross MRR churn | Total MRR Churn | Total Monthly Recurring Revenue lost from paused, cancelled, or downgraded subscriptions. |
| 23 | Gross MRR churn Rate | Total MRR Churn Rate | Percentage of Monthly Recurring Revenue lost from paused, cancelled, or downgraded subscriptions. |
| 24 | Non recurring cashflow | Total Non Recurring Payments | Total value of successful payments against non-recurring invoices. |
| 25 | Order shipment status | Total Orders by Shipment Status | Total number of orders created segmented by Shipment Status. |
| 26 | Gross Cashflow | Total Payments | Total value of successful payments. |
| 27 | Gross Cashflow by gateway | Total Payments by Gateway | Total value of successful payments segmented by Gateway. |
| 28 | Gross Cashflow by payment method | Total Payments by Payment Method | Total value of successful payments segmented by Payment Method. |
| 29 | Recurring cashflow | Total Recurring Payments | Total value of successful payments received against recurring invoices. |
| 30 | Total subscription quantity by plan or addon | Total Subscription Quantity by Product | Total quantity associated with subscriptions including unpaid subscriptions segmented by Product. |
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