Report Description & Purpose
The Discounted ARR by Customer and Subscription Report gives users insight into the predictable monthly revenue for their business by viewing Discounted Annual Recurring Revenue (ARR) for customers with recurring charges. This report does not have conditions based on the Customer Status of Active or Inactive.
This is a standalone Analytics report that mimics our Classic Experience MRR/ARR Report where users had to toggle on both Show ARR and Discounted ARR.
Features & Primary Benefits
- View Discounted ARR by customer for a given time period.
- Drill down into Discounted ARR for each month to understand which Customers, Subscriptions, Plans and Products are contributing to total Discounted ARR.
Predefined Filters
The following filters are automatically applied to the Discounted ARR by Customer and Subscription Report. Click the Filters arrow to expand the section and adjust the criteria as needed.
Filter |
Criteria |
Default Setting |
Reporting Currency |
is |
Use Reporting Currency to view the transactions in their original currency or select a different Currency from the drop-down menu to convert all transactions to the selected currency. Read more in our Filter Report Data article. |
Customers Customer Name |
Is equal to |
|
Entity Name |
is |
|
MRR/ARR By Month MRR/ARR Start Date |
is |
Contract Effective Date (Booked MRR/ARR) |
Plans Plan Name |
Is equal to |
|
Products Product Name | Is equal to |
|
Subscriptions Subscription Status |
Is not equal to |
|
Report Calculations Explained
Discounted Annual Recurring Revenue (ARR) in this report is determined by the Discounted MRR associated with each Subscription Charge, and annualized by multiplying it by 12. Each Subscription Charge in Ordway will calculate Discounted MRR based on the total billing amount and the number of months between the Charge Start Date and Charge End Date, reduced by any Discounts that are applied.
This Discounted MRR amount will be multiplied by 12 and displayed in the report for every month between these dates, then aggregated for each Customer and Subscription.
The MRR/ARR Start Date will determine when Discounted ARR for a given Subscription first appears in the report. There are three options to provide flexibility in Discounted ARR reporting:
- Contract Effective Date - Discounted ARR will begin during the month of the Contract Effective Date associated with the Subscription.
- Service Start Date - Discounted ARR will begin during the month of the Service Start Date associated with the Subscription.
- Billing Start Date - Discounted ARR will begin during the month of the Billing Start Date associated with the Subscription.
Transaction Currency shown is Base Currency. Refer to the Filters section to view transactions by Transaction Currency.
When to Schedule this Report
The timing of when to run this report will vary based on the policies of your organization. One common example is to run this report at the end of a financial period to understand how much revenue should be expected from recurring products, and project recurring revenue for future periods.
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