ARR Movements By Parent Customer and Product

Contents

• Report Description
• Purpose
• Report Metadata
• Calculation Summary
• Key Features
• Filters
• Use cases
• When to Schedule this Report?
• How to Run & Interact
• Sample Report Output

Report Description

Use this report to track month-over-month changes in Annual Recurring Revenue (ARR) at the parent customer and product level. It shows movement types such as Opening, New, Expansion, Contraction, Churn, and Ending ARR.

Note: This report aggregates ARR across products under each parent customer. 

Purpose

Use this report to:

• Analyze ARR movement across parent customers and products
• Identify product-level revenue trends and drivers
• Track expansion, contraction, and churn by product

Report Metadata

Calculation Summary

• Uses standard ARR movement logic
  • Revenue movements are calculated as the change between periods and categorized as New, Expansion, Contraction, or Churn, based on how revenue increases, decreases, or is lost.
  • Refer to Revenue Movement Framework
• ARR is calculated based on subscription charges
• Values are calculated at the subscription level
• Aggregated to parent customer and product

Key Features

• Analyze ARR trends by product across parent customers
• Identify which products drive revenue growth
• Drill down into product-level ARR movements
• Track movement types (New, Expansion, Churn)

Filters

This report uses standard filters with parent customer and product-level fields.

For more details, refer to Filters

Use Cases

• Finance: Track ARR contribution by product across parent accounts
• Leadership: Analyze which products drive revenue growth or decline
• Product / Sales Teams: Identify high-performing and underperforming products

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.

UI: How to Run & Interact

Refer to: How to Run & Use Reports (UI Guide)

Sample Report Output

Displays ARR movements by parent customer and product across selected periods.