Use revenue filters in segments

Who can use this feature?

  • All users; adjusting the Financial Year Settings requires global admin or advanced permissions.
  • Available on all plans and license types

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

These filters include:

  • Renewable Accounts: Contract Renewal Date falls within specified date range
  • Renewed Accounts: Contract Value AND Contract Renewal Date were updated since the start of the specified date range
  • Churned Accounts: Contract was canceled within specified date range

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

  1. Create a new account segment, or open an existing segment.
  2. Click+More Filters to refine the list of results.
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  3. Choose a revenue filter, and then specify the time period to query. Available options include:
    • In current <month|quarter>
    • In next <month|quarter>
    • In previous <month|quarter>
    • In a specific <month|quarter> <year(optional)>
  4. Click Apply Filter. The matching records appear in the grid.
  5. Click Edit Columns to optionally add revenue-related columns and/or adjust time periods.

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

Examples

Scenario

Contract Value

Renewable Revenue

Renewed Revenue

Upsell Revenue

Downgraded Revenue

Lost Revenue

Renewed

$100,000

$100,000

$100,000

-

-

-

Renewed (downgrade)

$100,000

$100,000

$80,000

-

$20,000

-

Renewed (upsell)

$100,000

$100,000

$120,000

$20,000

-

-

Churned

$100,000

$100,000

-

-

-

$100,000

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

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