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.

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