Accessing the Monthly Recurring Revenue Report
- From the Ubersmith Dashboard, click Reports.
The Reports & Stats page appears. - On the Reports & Stats page, click the Reports & Stats panel arrows to toggle the panel on. You can click the pushpin icon to keep the panel permanently displayed.
- From the Client Manager section, click Monthly Recurring Revenue .
The Monthly Recurring Revenue report appears.
Reading the Monthly Recurring Revenue Report
Once you access the Monthly Recurring Revenue (MRR) report, there are two ways to view your revenue, growth and total MRR.
Reading MRR Growth
The MMR Growth section contains details for your monthly MRR growth broken down with statistics, listed in the table below.
- A bar graph displays each period’s volume and it's growth rate with respect to the previous period. Hovering over a bar displays monthly new business, expansion, contraction, churn and net growth breakdowns.
- A numeric table shows you the specific figures, with links to open popup windows that lists specific details about the total, such as clients, dollar amounts, what type of revenue, and dates.
| Statistic Name | Statistic Definition |
|---|---|
New Business | New clients first month of accrued billable services. |
Expansion | Existing clients with additional or increased service revenue from previous month. |
Contraction | Existing clients with removed or decreased service revenue from previous month. |
Churn | Clients who cancel services or the total value of their billable services drops to zero. |
Net Growth | Change in net MRR (new business + expansion - contraction – churn) from previous month. |
Net Growth Rate | Percentage change in net growth from previous month. |
Gross Churn | Total loss of revenue (churn + contraction) for the month. |
Gross Churn Rate | Percentage change in gross churn from previous month. |
Net Churn | Total loss of revenue offset by expansion (gross churn – expansion) for the month. |
Net Churn Rate | Percentage change in net churn from previous month. |
Reading Total MRR
The Total MRR section contains details for your monthly MRR totals. A bar graph shows your monthly totals visually, while a numeric table shows you the specific figure. Hovering over a bar also displays the specific figure.
Viewing Service Plan Revenue
- Access the Monthly Recurring Revenue report.
- In the Service Plans field, select the specific service plan you want to see revenue for.
The Monthly Recurring Revenue report refreshes with that information.
Viewing Revenue for Specific Dates
- Access the Monthly Recurring Revenue report.
- In the From field, enter the beginning date of the date range you need.
- In the To field, enter the ending date of the date range you need.
- Click the arrow icon.
The report with revenue within your specified date range appears.
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