Getting Started

Product Catalog

Customers

Subscriptions

Invoices, Credit Notes and Quotes

Taxes

Payments

Site Configuration

Data Privacy & Security

Data Operations

Reports and Analytics

Integrations

Frequently Asked Questions 

1. What is the difference between Current MRR (Monthly Recurring Revenue) and MRR in RevenueStory?

Current MRR (Monthly Recurring Revenue) refers to the subscription's MRR that is available at the moment. MRR refers to the subscription's recurring revenue for a given period.

Ensure that you use the subscription's MRR metric when you want to view historical information. Selecting Current MRR metric will display the current recurring revenue (in View underlying data) no matter which date is selected.

2. What are the list of custom fields available in RevenueStory?

Listed below are the custom fields available in RevenueStory:

Customer Resource:

  • business_type
  • business_vertical
  • acquisition_cost
  • acquisition_channel
  • sales_agent
  • customer_type
  • acquisition_mode
  • account_manager
  • customer_success_agent
  • solution_partner

Plan Resource:

  • plan_group

Addon Resource:

  • addon_group

Subscription Resource:

  • cancellation_reason
  • product_usage
  • sales_agent
  • solution_partner

3. Why are some of the custom fields empty in RevenueStory?

By default, all the custom fields listed in the previous question are available in RevenueStory. These fields need to be mapped with the corresponding fields in Chargebee for them to fetch the information from your site. Please contact [email protected]  to map the custom fields.

4. What are the Premium features available in RevenueStory? How is it different from the standard plan?

Here is a comparison of the Standard and Premium Plan in RevenueStory:

Feature

Standard

Premium

Report builder

  • Can create up to three reports.
  • Has access to information from nine data sources.
  • No limit on the number of reports.
  • Has access to the data sources available in Standard + additional Premium data sources.

Email scheduling (dashboard)

  • Three email schedules (per user).
  • Does not allow sharing of dashboard templates.
  • Unlimited schedules.
  • Unlimited dashboard sharing.

Custom fields

No custom fields support for metrics/reports.

Custom field supported for pre-built reports and data segmentation.

Site consolidation

Does not support consolidated reporting.

Supports consolidated reporting.

Goals & Alerts

  • One alert (per site).
  • No support for goals.
  • Unlimited alerts for key metrics.
  • Ability to set goals for key metrics.

Premium reports

 -

A specially curated list of premium reports.

5. What are classic reports? Are the equivalent of classic reports available in RevenueStory?

Classic reports are reports that are available in Chargebee. Chargebee offers different types of reports that are broadly grouped under subscriptions, accounting, revenue recovery and transactions.

Listed below are the classic reports and their equivalent in RevenueStory.

Subscription Summary

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

Classic Report Revenue Story
Revenue

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

Formula: sum(transaction amount where status is success on that date)

Gross Cashflow

This is the sum of recurring and non-recurring payments received during the period. This includes only the successful transactions.

Formula: Same formula used in Classic Report
SIgnups

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

Formula: count(subscriptioncreatedat)
Signups

This is the total number of Signups acquired in a certain period.

Formula: Same formula used in Classic Report
Activations

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

Formula: count(subscriptionactivatedat)
Activations

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

Formula: Same formula used in Classic Report
Failed Transactions

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

Formula: count(transactionstatus=failed)
Failed Transactions

Total number of failed transactions during the period

Formula: Same formula used in Classic Report
Cancelled Subscription

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

Formula: count(subscriptioncancelledat)
Total subscription churn

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

Formula: Same formula used in Classic Report
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 a specific subscription criteria.

Formula: count(subscription with all status till date)
Total Active Subscriptions by Plan

Total number of subscriptions which are Active as on date, including active subscriptions in both paid and unpaid plans segmented by plan.

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(all invoice value)
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.
Addon Revenue Summary

Breakdown of revenue generated from non-recurring add-ons

Renewal Summary

This report can be 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.

Formula: Sum(invoice amount)-sum(refunded amount)where subscription status is not in trial and invoice status in (Paid, not paid, pending,posted, payment due) and invoice has recurring
Not available in RevenueStory
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

This is the sum of all refunds made during the period. This includes only the successful transactions.
ARPU (Average Revenue Per User/Month)

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.

Formula: ARPU = Total Revenue / (subscribed days/30.41)
ARPS

The average revenue earned per paid subscription per month.


Formula: ARPS = Total MRR / Total Active Paid Subscriptions

Accounting

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

Classic Report Revenue Story
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. Learn more.
Account Summary

The Account Summary 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). Learn more.
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. Learn more.
Deferred Revenue

The deferred revenue report displays the pending revenue to be recognized each month.
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.
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.
Not available in RevenueStory
Tax Exemption Report

The tax exemption report 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.
Not available in RevenueStory

Revenue Recovery

The classic reports in Chargebee comprises of two major reports related to revenue recovery. They are abandoned cart and Recovered cart.

Classic Report Revenue Story
Abandoned Cart

This report provides details of customers who have abandoned their purchases at the checkout stage, and the details of their intended purchase. Learn more. Learn more.
Not available in RevenueStory
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 checks out the same/different product. Learn more.
Not available in RevenueStory

Transactions

The transaction section of classic report contains reports such as transaction summary, transaction trend, and lost opportunities. The equivalent of these reports in RevenueStory is mentioned in the table below.

Classic Report Revenue Story
Transaction Summary

Displays a summary of all the payment transactions (success and failure) within the system.
Payment Transaction summary

A summary of successful, failed, voided, in-progress and timeout payment 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, Refunds by payment method

Number of Payment Transaction - This is the total number of payment transactions during the period. This includes all successful, failed, voided, and timed-out transactions.

Refunds by payment method: Total value of refunds made to the customers during the period, segmented by payment method

Lost Opportunities

Opportunities that have been lost or missed. These are all the customers who tried to sign up with you but were never able to. It displays the email addresses of users whose sign up attempt failed along with details including the total number of attempts made, time of the most recent attempt and the maximum amount they tried to sign up for during these attempts.
Not available in RevenueStory
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