Revenue-related filters allow you to segment customers based on renewal and churn values for historical or future quarters.

These filters include:

• Churned Accounts: Contract was canceled within the specified forecast period.
• Renewable Accounts: Contract start date (or create date if used instead) is prior to the forecast period AND contract renewal date is within the specified forecast period. 
• Renewed Accounts: Account status remains in "Paying" throughout (and before) the specified forecast period AND contract renewal date:
  • was prior to the end of the forecast period
  • was updated during the forecast period
  • the new renewal date extends beyond forecast period
  Example: If your forecast period is July-Sept, the following changes on an account would qualify as renewed.
  

  • Original date: April 15 (prior to the end of the forecast period)
  • Update date: Aug 1 (during the forecast period)
  • New date: Nov 13 (extends beyond forecast period)

An account will always show as "Renewable" for the quarter if the renewal date was in the quarter on the first day of the quarter. The renewables list remains the same as it was on the first day of the quarter unless historical data was changed.

You can query specific historical periods; however, trend over time is not available for these metrics. Segments that rely on these filters are not available for reports.

Admins can set the Financial Year Settings in Settings > General, including start of year (month) and current financial year.

Create a segment with revenue filters

Edit revenue segment columns

Additionally, the following segment columns are available for a selected time period. These values are automatically calculated based on changes to Contract Renewal Date and Contract Value: 

• Renewable Revenue: Contract value for Renewable Accounts
• Renewed Revenue: Contract value for Renewed Accounts
• Upsell Revenue: New contract value minus old contract value for Renewed Accounts
• Downgraded Revenue: Old contract value minus contract value for Renewed Accounts
• Lost Revenue: Contract value for Churned Accounts

Additional filters are available for forecasting, including forecast state, forecast period, and forecast contract value. See forecast and analyze account revenue.