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Account Metrics

Account metrics track changes to recurring or transactional items, like creation, termination, price/quantity modifications, to display the recurring revenue or growth/churn rates aggregated over all subscriptions of an account. Account metrics are related to the account and the subscription.

For details on configuring the account metrics creation, see Account Metrics.

Account Metrics Data

Relevant values, which you are likely to use in your reports, include:

Actual
The actual amount (MRR value) of this metric, the sum of Previous + Initial + Change
Initial
The initial MRR value, set only on the first metric record of a metric chain
Previous
The MRR value of the previous metric record in the metric chain
Change
The change of the MRR based on the previous MRR
Smooth Change
The "combined" changes of two consecutive metric records (created within two days), used to "smooth out" large swings in chart representations
Expansion
The absolute expansion (raise of the MRR value) if Change is positive
Churn
The absolute churn (decline of the MRR value) if Change is negative
Complete account metric data model
Field Description
Account The related account (secondary master-detail); the metric record is deleted when the account is deleted.
Actual The actual amount of this metric
Previous/Initial + Change
Change The change of the MRR based on the previous MRR.
Churn Rate (Gross) The gross churn rate is the ratio between Churn and Actual.
IF(Actual=0,1,Churn/Actual)
Churn Rate (Net) The net churn rate is the ratio between Change and Actual.
IF(Actual=0,1,Change/Actual)
Churn The absolute churn if the change is negative.
IF(Change < 0,ABS(Change),null)
Date The effective date of this metric, depends on the kind of change (add/subtract) and the service period/next invoice date of the item.
Expansion The absolute expansion if the change is positive.
IF(Change > 0,Change,null)
Growth Rate The growth rate is the ratio between Change and Previous.
IF(Previous=0,null,Change/Previous)
Initial Holds the initial MRR value. Only filled if the change date equals the start date of the first subscription.
Is Latest (checkbox) Marks the latest metric record for a particular item criterion.
Item Criterion The criterion shows which items have been aggregated to this metric.
Items The names of the related items that caused the current change.
Next Metric Links to the next metric record, which supersedes the current record.
Previous Metric Links to the previous metric record, which is superseded by the current record.
Previous Holds the MRR value of the previous metric record.
Retention Rate The opposite of the gross churn rate. The sum of the two is always 100%.
1-ChurnRateGross
Smooth Change The smooth change formula allows to report two consecutive metrics (within two days) as one (like -50 and +70 is reported as +20)
Subscription The first related subscription (lookup). If the metric is aggregated from multiple subscriptions, it is not specified which subscription is linked.
Subscriptions In case of an aggregated record, a (comma-separated) list of involved subscriptions that caused the current change.

Account Metric Generation

Generally, the account metric generation and the subscription metric generation are nearly identical. They use the same subscriptions and items as input and follow the same rules that trigger the metric creation.

The difference is:

  • Metric data for subscription metrics is aggregated on subscription basis.
  • Metric data for account metrics is aggregated on account basis, that is, for all subscriptions of an account.

The decision whether to create subscription metrics or account metrics is controlled via the global setting Subscription Metrics Scope.

Generally, the following item actions produce new or changed metric records:

  • Creating a recurring item
  • Creating a transactional item with expected revenue
  • Ending a subscription or item using an end date

    You can set the end date retroactively within one month to trigger the end metric creation.

  • Deactivating an item

  • Changing the price/quantity of an item
Workflow details

Subscription metric records and account metric records are created on subscription or item change if the following conditions are met:

  • Subscription

    • Status is set to Inactive, Canceled or Upgraded
  • Recurring item

    • Billing type is Recurring, Recurring Prorated or Recurring Prorated AVG
    • Item is created
    • Quantity or price is changed
    • Item is deactivated
    • End date is set
  • Transactional item

    • Billing type is not Recurring, Recurring Prorated, Recurring Prorated AVG or One-Time
    • Item is created
    • Expected revenue is changed
    • Item is deactivated
    • End date is set

In addition, the following rules apply:

  • Each change results in a new metric record that is linked to the previous record.
  • If the change date equals the start date of the first subscription, the field Initial is set.
  • Subsequent metric records have filled the fields Previous and Change.
  • The first record is set to the start date of the item or subscription.
  • Subsequent metric records are set to the next invoice date of the item.
  • A final metric record for an item is created only if the end date of the item actually reached (that is, if the end date equals the current date or a previous date), or if the subscription is canceled.
  • The final metric record is set to the end date of the item.
  • Metrics are continued from upgraded subscriptions (related via the subscription field Previous Subscription).

Account Metric Chains

By default, JustOn aggregates the items of a subscription to one metric chain, where the metric records have a predecessor and a successor. Optionally, the subscription metric records can be grouped by an item criterion, for example, the product group. The resulting metrics are organized in metric chains per criterion. This allows you to build reports that reflect changes that result in growth or churn based on a specific criterion.

MRR chain
Applying an item criterion, JustOn produces metric chains per criterion

Account Metrics Example

The metric data for account metrics is aggregated over all subscriptions of an account.

Assume the following subscription metric data from two subscriptions of one account:

Subscription sub1:

# Date Actual Change
1 2020-07-01 10,00 10,00 (positive) change
2 2020-08-01 110,00 100,00 (positive) change
3 2020-09-30 100,00 -10,00 (negative) change
4 2020-10-31 0,00 -100,00 (negative) change

Subscription sub2:

# Date Actual Change
1 2020-07-01 10,00 10,00 (positive) change
2 2020-09-01 11,00 1,00 (positive) change
3 2020-10-31 1,00 -10,00 (negative) change

This results in the following account metrics:

# Date Actual Change Subscriptions
1 2020-07-01 20,00 20,00 (positive) change
sub1,sub2
2 2020-08-01 120,00 100,00 (positive) change
sub1
3 2020-09-01 121,00 1,00 (positive) change
sub2
4 2020-09-30 111,00 -10,00 (negative) change
sub1
5 2020-10-31 1,00 -110,00 (negative) change
sub1,sub2

Metric Fields on Accounts

The account includes the field Initial MRR. It shows the sum of the initial MRR values of account metrics records.

You can define additional fields on the account that summarize account metric data. Use this to calculate the current or future MRR values, like Current MRR or MRR in One Year.

Info

JustOn deletes the current or future MRR values during the next metric generation if an account has no subscription in scope, for example, when all subscriptions have reached the end date.

Example metrics-related fields on accounts
Field Purpose
Last MRR Update Shows the date on which the MRR fields were last calculated.
Current MRR Shows the current MRR over all recurring items.
MRR in One Year Shows the MRR in one year, based on the last MRR update.

The MRR fields are set up individually for your org by an administrator. Be aware that the field labels as well as the count/month configuration may vary.