Metrics on the Zuora Dashboard

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Metrics on the Zuora Dashboard

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This feature is in Limited Availability. See Requesting Zuora Dashboard if you wish to have access to this feature. To be eligible to have access to this feature, Orders must be enabled in your Zuora tenant.

The dashboard available via Reporting > Dashboard displays key subscription metrics as interactive cards. Two versions of the dashboard are available to Insights customers:

  • Zuora Dashboard - Each card is configurable and data is provided by order metrics. See below for more information.

  • Static Dashboard - Each card is not configurable and data is provided by Insights Analysis reports. This version of the dashboard displays a different set of subscription metrics. See Static Dashboard for more information.

Zuora Dashboard

For general information about this version of the dashboard, see Dashboard.

As an Insights customer, the dashboard is enhanced with additional subscription metrics.

Zuora displays five cards on the dashboard. If you have a Reporting role that includes the Manage Dashboard permission, you can configure which subscription metric is shown on each card. For example:

Dasboard_Insights_Switch_Metric.png

The following table describes how Zuora calculates the available subscription metrics:

Metric Description

Active Subscribers

The total number of accounts with one or more effective rate plan charges at the end of a given time period.

For the current calendar month, the metric is calculated on the current date. For previous calendar months, the metric is calculated on the last day of the month.

Calculation:
The number of accounts with at least one effective rate plan charge.

ARR Changes

Month-on-month increase or decrease in ARR across all accounts, broken down by business impact. For example, a flat line above 0 represents a constant net increase in ARR.

For the current calendar month, the metric is calculated on the current date. For previous calendar months, the metric is calculated on the last day of the month.

Calculation for each type of business impact:
MRR Changes multiplied by 12.

MRR Changes

Month-on-month increase or decrease in MRR across all accounts, broken down by business impact. For example, a flat line above 0 represents a constant net increase in MRR.

For the current calendar month, the metric is calculated on the current date. For previous calendar months, the metric is calculated on the last day of the month.

Calculation for each type of business impact:

  • New Business - Increase in MRR from new subscribers during the calculation period.
  • Expansion - Increase in MRR from existing subscribers during the calculation period.
  • Contraction - Decrease in MRR from existing subscribers who do not fully churn during the calculation period.
  • Churn - Decrease in MRR from subscribers who fully churn during the calculation period.
  • No Change - Subscribers who had booking events (e.g., renewals or owner transfers) during the calculation period, but that had no overall change in MRR during the calculation period.
  • Owner Transfer - MRR changes during the calculation period associated with transferring ownership of a subscription from one account to another.

The calculation period is the time between the beginning of the calendar month and the calculation date.

The calculation does not include non-zero price changes on renewals or changes to terms and conditions.

Net ARR

ARR across all accounts, net of subscription and charge level discounts.

For the current calendar month, the metric is calculated on the current date. For previous calendar months, the metric is calculated on the last day of the month.

Calculation:
Net MRR multiplied by 12.

Net MRR

MRR across all accounts, net of subscription and charge level discounts.

For the current calendar month, the metric is calculated on the current date. For previous calendar months, the metric is calculated on the last day of the month.

Calculation:
Sum of "Order Mrr: Value" for all order actions with “Contract Effective Date” earlier than (or equal to) the calculation date.

The calculation does not include non-zero price changes on renewals.

Average ARR Per Subscriber

Only available to Insights customers

Average ARR per active subscriber, net of subscription and charge level discounts.

For the current calendar month, the metric is calculated on the current date. For previous calendar months, the metric is calculated on the last day of the month.

Calculation:
Net ARR divided by Active Subscribers.

Average MRR Per Subscriber

Only available to Insights customers

Average MRR per active subscriber, net of subscription and charge level discounts.

For the current calendar month, the metric is calculated on the current date. For previous calendar months, the metric is calculated on the last day of the month.

Calculation:
Net MRR divided by Active Subscribers.

Subscriber Churn Rate

Only available to Insights customers

The number of subscribers who churned in a period (excluding subscribers who became active and churned in that period) divided by the number of subscribers at the start of that period. New subscribers during the calendar month are not considered.

For example, a value of 20% indicates that 20% of the subscribers that were active at the end of the previous calendar month are now inactive.

For the current calendar month, the metric is calculated on the previous calendar day. This means that the metric is always 0 on the first day of the current calendar month. For previous calendar months, the metric is calculated on the last day of the month.

Calculation:
Monthly Churn Subscriber Count divided by the number of subscribers that were active at the end of the previous calendar month. An active subscriber is an account with at least one effective rate plan charge.

Calculation of Monthly Churn Subscriber Count:
Number of subscribers that went from active to inactive during the calendar month. New subscribers that became inactive during the calendar month are not counted.

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