Using the Dashboard

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Using the Dashboard

To be eligible to have access to this feature, Orders must be enabled in your Zuora tenant. This feature is not automatically enabled. See Requesting Zuora Dashboard if you wish to have access to this feature.

The dashboard displays key subscription metrics as interactive cards. To access the dashboard, navigate to Reporting > Dashboard in your Zuora tenant.

Zuora recalculates each subscription metric and refreshes the dashboard at least once per day. See Calculations of Key Subscription Metrics to learn how Zuora calculates each subscription metric.

The currency conversion configuration of your Zuora tenant does not affect the dashboard. Instead, Zuora displays monetary values using the currency that you specified when you requested access to the dashboard.

By default, all Zuora users in your organization can access the dashboard. Zuora platform administrators can manage access to the dashboard. See Reporting Roles for more information.

View Detailed Data and Drill Down to Contributing Accounts

To view detailed data for a card:

  1. Navigate to Reporting > Dashboard.

    The dashboard opens and displays key subscription metrics as cards:

    Dashboard_3.png

    To view a description of the card, hover over the card title, then click Dashboard_Card_Info_Button.png information. You can also refer to Calculations of Key Subscription Metrics for a description of each card.

  2. Click the card title.

    Zuora displays the card detail page:

    Dashboard_MRR_Changes_page.png

    This page contains more detail about the subscription metric, including a data grid below the chart. You can horizontally scroll the data grid to view all the data.

  3. Hover over the chart to display a summary for any month:

    Dashboard_MRR_Changes_hover.png

  4. Click a value in the data grid to drill down to contributing accounts. Zuora lists the accounts that contributed to the value of the subscription metric:

    Dashboard_Drilldown.png

    If you drill down to view how much MRR is currently contributed by an account, Zuora displays the MRR of the subscriptions that are owned by the account. This value may be different from the MRR of the invoices that are owned by the account, which is provided by the "Net MRR by account" standard report in Zuora Reporting.

Share Cards With Team Members

To send other team members a link to the dashboard:

  1. Click Share at the top right of the page.

  2. Enter the email addresses of the team members to share the dashboard with.

  3. Click Share.

Each team member will receive an email containing a link to the dashboard.

Configure a Card

See Configuring Cards on the Dashboard for how to change the title, description, and displayed data of cards.

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