Order Delta Mrr
This article introduces the concept and calculation of the Order Delta Mrr metric, and how to access the Order Delta Mrr object and fields through Data Query.
The Order Delta Mrr metric is part of the Order Delta Metrics. If you are still using the previous Order Metrics, see Key Metrics for Orders.
As of Zuora Billing Release 306, Zuora has updated the methodologies for calculating metrics in Orders. The new methodologies are reflected in the following Order Delta Metrics objects.
It is recommended that all customers use the new Order Delta Metrics. If you are an existing Order Metrics customer and want to migrate to Order Delta Metrics, submit a request at Zuora Global Support. Whereas new customers, and existing customers not currently on Order Metrics, will no longer have access to Order Metrics, existing customers currently using Order Metrics will continue to be supported.
Order Delta Mrr
The value of an Order Delta Mrr metric is the change in MRR of a RatePlanCharge as the result of an Order. Order Delta Mrr will be generated asynchronously when an Order causes a change to the MRR of recurring charges. The metrics will be associated with the Order Action that causes the change, and the rate plan charges that the action impacts.
In the following cases, Order Delta Mrr metric will not be generated:
- When an order action applies to one-time or usage charges, the Order Delta Mrr metric will not be generated. Also, Order Delta Mrr is not generated for order line items.
- When a rate plan is removed or the subscription is canceled on the subscription term end date, the Order Delta Mrr metric will not be generated.
Calculation
When calculating Order Delta Mrr, Zuora compares the differences in MRR between the subscription version before and after the order is placed.
Example 1
For example, suppose that you have subscribed a customer to 10 units of your product for 12 months, with a monthly billing period and a list price of $5.00 per unit per month. Then you renew the subscription for another 3 months. The delta of MRR before and after the Order is $50 per month for an additional 3 months and therefore OrderDeltaMrr = $50 from 2022-01-01 to 2022-03-31.
Order Delta Mrr for the example above will be:
|
StartDate |
EndDate |
RatePanChargeId |
GrossAmount |
NetAmount |
|
2022-01-01 |
2022-04-01 |
4028fc827a0e48c1017a0e58b9330014 (for RPC-1) |
$50 |
$50 |
See Object and Fields for more details about the fields on this object.
For another example, suppose that you have subscribed a customer to 10 units of your product for 12 months, with a monthly billing period and a list price of $5.00 per unit per month. The corresponding Rate Plan Charge (actually the charge segment RPC-1) will have an MRR of $50 ($5 per unit per month × 10 units) from 2021-01-01 to 2021-12-31.
After 3 months, you place an Order and increase the quantity to 13 units, so that the new MRR of the Rate Plan Charge (actually the charge segment RPC-2) on the new version of subscription is $65.00 = $5.00 × 13 units from 2021-04-01 to 2021-12-31.
The changes above are interpreted as an OrderDeltaMrr of -$50 for RPC-1 between 2021-04-01 to 2021-12-31, due to the fact that the duration of RPC-1 has been shrunk; and an OrderDeltaMrr of $65 for RPC-2 between 2021-04-01 to 2021-12-31, because Zuora creates a new RatePlanCharge object (actually a new segmented RatePlanCharge object) for the new price from 04-01 to 12-31, as shown in the diagram below.
Order Delta Mrr for this example will be:
|
StartDate |
EndDate |
RatePanChargeId |
GrossAmount |
NetAmount |
|
2021-04-01 |
2022-01-01 |
4028fc827a0e48c1017a0e4dccc60002 |
$65 |
$65 |
|
2021-04-01 |
2022-01-01 |
4028fc827a0e48c1017a0e58b9330014 (for RPC-1) |
-$50 |
-$50 |
See Object and Fields for more details about the fields on this object.
Discounts
Order Delta Metrics uses the GrossAmount field to store the delta of the gross MRR before and after an order is placed, and uses the NetAmount field to store the delta of MRR net in discounts.
When calculating the metrics, Zuora tries to apply discounts to those regular charges that have overlaps with the discount charges.
With Example 2 above, if there is also a 20% discount (a percentage discount charge) applied to the regular charge, the OrderDeltaMrr becomes:
|
StartDate |
EndDate |
RatePanChargeId |
GrossAmount |
NetAmount |
|
2021-04-01 |
2022-01-01 |
4028fc827a0e48c1017a0e4dccc60002 |
$65 |
$52 |
|
2021-04-01 |
2022-01-01 |
4028fc827a0e48c1017a0e58b9330014 (for RPC-1) |
-$50 |
-$40 |
The calculation is as shown in the following diagram:
Asynchronism
Order Delta Metrics will be generated asynchronously with the order. Therefore, there could be a delay between the Order submission and metrics generation.
Object and Fields
The Order Delta Mrr object can be accessed through Data Query with the following fields.
|
Field Name |
Description |
|
Id |
The internal ID of the order delta metrics. |
|
OrderNumber |
The Order number for the associated Order. |
|
StartDate |
The Start Date of the metric. This is also the start date of the period where there is an impact on the metrics caused by the order. |
|
EndDate |
The End Date of the metric. This is also the end date of the period where there is an impact on the metrics caused by the order. The End Date is exclusive. |
|
GrossAmount |
The gross amount of the metric. This is the gross value of the metric without applying any discounts. |
|
NetAmount |
The net amount of the metric. This is the net value of the metric after applying the discounts.
Note: When calculating Order Delta Metrics, Zuora does not take account level discount into consideration. |
|
Currency |
ISO 3-letter currency code (uppercase) for the gross and net amount. For example, USD. |
|
OrderActionId |
The Id of the associated Order Action that creates the metric |
|
ChargeNumber |
The charge number of rate plan charge object that the metrics is associated with. |
|
RatePlanChargeId |
The id of the rate plan charge object that the metrics is associated with. |
|
ProductRatePlanChargeId |
The id of the product plan charge object of the rate plan charge object. |
|
CreatedDate |
The date time when the metric is created. |
|
UpdatedDate |
The date time when the metric is last updated. |
|
deleted |
Indicates whether the metric is deleted. |
Data Query Use Case
You can perform queries on the Order Line Item object through Data Query. See the following example.
Example
You create an Order O-000001 containing the following order actions:
- Add a rate plan with a recurring charge of $50 per month. The term starts on 1/1/2021 and ends on 12/31/2021. A 10% discount applies to the charge.
- Remove the discount on 4/1/2021.
In this example, Zuora creates two Mrr metrics for the same charge. You can get a summary for the Order Delta Mrr metrics for the Order above using the following query:
Select oa.Type, mrr.ChargeNumber, mrr.RatePlanChargeId, mrr.StartDate, mrr.EndDate, mrr.GrossAmount, mrr.NetAmount From OrderDeltaMrr inner join OrderAction oa on mrr.orderActionId = oa.Id Where mrr.OrderNumber = ‘O-000001’
The result is as in the following table:
|
Type |
ChargeNumber |
RatePlanChargeId |
Start Date |
End Date |
Gross Amount |
Net Amount |
|
AddProduct |
C-0000001 |
2c9d808873750727017375191f70003e |
2021-01-01 |
2022-01-01 |
50 |
45 |
|
RemoveProduct |
C-0000001 |
2c9d808873750727017375191f70003e |
2021-04-01 |
2022-01-01 |
-50 |
-45 |