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
- Create a new account segment, or open an existing segment.
- Click+More Filters to refine the list of results.
- 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)>
- Click Apply Filter. The matching records appear in the grid.
- 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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