This guide will help you review and configure reporting. When you're finished, your reporting will be ready.
- Reporting, Metrics, Insights
- You Need
- Basic understanding of your company's reporting needs; Email addresses for notifications (optional)
Review and configure the reports and notifications that are meaningful to your business.
To view each report in your account, on the left hand menu, go to the Insights section.
|Name||Example Use||To view, go to...|
|Accounts Receivable||Tracks your customers’ outstanding balances and credit balances. Breaks down outstanding balances into invoiced amounts, payments, and refunds. Learn more||Insights > Accounts Receivable|
|Transactions Report||Pinpoint invoices, payments, credit notes, refunds. Learn more||Billing > Transactions|
|Finance Report||Monthly totals of your Total Billed, Payments, and Expected Payments; breaks down Total Billed into Sales, Discounts, Taxes, and Credits. Learn more||Insights > Finance Report|
|Revenue Recognition||Revenue Recognition down to the item level. Learn more||Insights > Revenue Recognition|
|MRR||MRR-based metrics. Learn more||Insights > MRR|
|Revenue Retention||Dunning effectiveness. Learn more|
|Forecasting||View, adjust, and save forecasts based on 3, 6, or 12 month averages, including/excluding usage, and filtering on specific products. Forecast the future by adjusting monthly values of: revenue, revenue churn, customer growth, customer churn. Learn more||Insights > Forecasting|
An aggregate view of MRR across multiple sites. Learn more
Top right click name icon > Cross-Site Analytics
|Churn Analytics||Churn analysis, used in conjunction MRR analysis related to churn. Learn more||Insights > Churn Analytics|
|Paid Subscribers||Top level view of paid customer count. Learn more||Insights > Paid Subscribers|
|Free Subscribers||Free Trial Analysis and Conversations. Learn more||Insights > Free Subscribers|
- MRR - New Business Timing Help
As a default, New Business MRR is always based on the day a customer signs up. However, if you'd like to change that setting, go to Insights > MRR > Settings > Configure new business timing, and select a new option.
- Revenue Recognition - Deferral Settings Help
If you would like to change the deferral behavior of a particular line item, go to Insights > Revenue Recognition > Revenue Deferral Settings.
- Revenue Alerts Help
Go to Tools > Revenue Alerts. These alerts are based on MRR increase/decrease. As an example, if you have large customers and their spend with you drops by more than 50%, you would probably want to know that sooner than later. These alerts help with that.
- Daily Status Email Learn more
Go to Config > Settings > Status Emails.
- MRR Report Daily Emails Learn more
Go to Config > Settings > Status Emails.
- Enable BI
On the left hand menu, click Business Intelligence, and then click the 'Enable Advanced Billing BI' button. This adds data for these 10 data sources (imaged below). This process takes about 1 minute to complete.
- Add all of the out-of-the-box dashboards
When you're done, click into a dashboard, and you'll see the individual metrics.
|Name||Fields||To export, go to...|
|Subscriptions & Customers|
|Subscriptions||See fields||Billing > Subscriptions > Export|
|Customers||See fields||Billing > Customers > Export|
|Invoices||See fields||Billing > Invoices > Export Results|
|Invoice Line Items||See fields||Billing > Invoices > Export Invoice Line Items|
|Taxes (Avalara)||See fields||Config > Taxes > View Tax History|
|Taxes (Custom)||See fields||Config > Taxes > View Tax History|
|MRR Movements||See fields||Insights > MRR > Export CSV > Movements|
|MRR Total||See fields||Insights > MRR > Export CSV > Total|
|MRR Summaries||See fields||Insights > MRR > Export CSV > Summary|
|All||See fields||Billing > Transactions > All > Export|
|Invoices||-||Billing > Transactions > Invoices > Export|
|Payments||-||Billing > Transactions > Payments > Export|
|Credits||-||Billing > Transactions > Credits > Export|
|Refunds||-||Billing > Transactions > Refunds > Export|
|Finance Report Summary||See fields||Insights > Finance Report > Finance Report Export > Summary|
|See fields||Insights > Finance Report > Finance Report Export > Select a month|
|End of Period Balance
|See fields||Insights > Finance Report > End of Period Balance Export > Select a month|
|Accounts Receivable||See fields||Insights > Accounts Receivable > Export|
|Revenue Report||See fields||Insights > Revenue Recognition > Export > Revenue|
|Balance Report||See fields||Insights > Revenue Recognition > Export > Balance|
|Cross-site Exports||See fields||Top right click name icon > Cross-Site Analytics|
|Cross-site MRR/Usage||See fields||Top right click name icon > Cross-Site Analytics|
1. Reads the API data at a specific time interval (such as every night at midnight)
2. Updates their database/data warehouse/another system accordingly
These endpoints return up to 200 records per request. Just set the endpoint url parameter
per_page=200. So for example, instead of requesting
/subscriptions.json, you would request
/subscriptions.json?page=1&per_page=200, then continue to
|List Subscriptions||GET /subscriptions.json|
|List Customers||GET /customers.json|
|List Invoices||GET /invoices.json|
|List Invoice Events||GET /invoices/events.json|