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Booking Metrics

Zuora

Booking Metrics

The Booking Metrics data source in Insights Analysis provides the charge details of every new or modified subscription. You can use the Booking Metrics data source to calculate the effect of signups, renewals, upgrades, downgrades, and cancelations on booking metrics such as monthly recurring revenue and total contract value.

Each Booking Rate Plan Charge object corresponds to a Rate Plan Charge object that was created for a new subscription or a subscription amendment.

The Booking Metrics and Booking Attributes fields provide metrics and attributes associated with the subscription change. The metrics associated with the subscription change include the increase (or decrease) in the MRR of the subscription as a result of the change. The attributes associated with the subscription change include the type of change and the service activation date of the change.

If currency conversion is enabled, the Booking Metrics fields are also available in the home currency configured in your Zuora tenant. The exchange rate for currency conversion is determined from the Booking Rate Plan Charge object. See Insights Analysis for more information about currency conversion in Insights Analysis.

Booking Metrics Fields

Field Description
Change in ACV The increase in the annual contract value (ACV) of the subscription as a result of the change. This value may be negative, for instance if Change Type is "Cancellation." If "Booking Attributes: Change Type" is "NewSubscription", this value is identical to the ACV of the charge.
Change in MRR The increase in the monthly recurring revenue (MRR) of the subscription as a result of the change. This value may be negative, for instance if Change Type is "Cancellation." If "Booking Attributes: Change Type" is "NewSubscription", this value is identical to the MRR of the charge.
Change in TCV The increase in the total contract value (TCV) of the subscription as a result of the change. This value may be negative, for instance if Change Type is "Cancellation." If "Booking Attributes: Change Type" is "NewSubscription", this value is identical to the TCV of the charge.

Booking Attributes Fields

Field Description
Change Created Date The date when the change was created. If Change Type is "NewSubscription", this date is the Created Date of the Subscription. Otherwise, this date is the Created Date of the Subscription Version Amendment.
Change Type "NewSubscription" or Subscription Version Amendment Type.
Contract Acceptance Date The date when the customer accepted the change. If Change Type is "NewSubscription", this date is the Contract Acceptance Date of the Subscription. Otherwise, this date is the Customer Acceptance Date of the Subscription Version Amendment.
Contract Effective Date The date of the contract associated with the change. If Change Type is "NewSubscription", this date is the Contract Effective Date of the Subscription. Otherwise, this date is the Contract Effective Date of the Subscription Version Amendment.
Service Activation Date The date when the change becomes available to the customer. If Change Type is "NewSubscription", this date is the Service Activation Date of the Subscription. Otherwise, this date is the Service Activation Date of the Subscription Version Amendment.

Related Objects

In addition to the Booking Metrics and Booking Attributes fields, the Booking Metrics data source provides the following related objects. See Zuora Business Object Model for information about the relationships between these objects.

Object Description

Account

The customer account that owns the subscription.

Accounts Receivable Accounting Code

Accounting code for accounts receivable.

Amendment

The change made to subscription. Contains the following fields:

  • Auto Renew
  • Code
  • Contract Effective Date
  • Created By ID
  • Created Date
  • Current Term
  • Current Term Period Type
  • Customer Acceptance Date
  • Description
  • Effective Date
  • ID
  • Name
  • Renewal Setting
  • Renewal Term
  • Renewal Term Period Type
  • Resume Date
  • Service Activation Date
  • Specific Update Date
  • Status
  • Subscription ID
  • Suspend Date
  • Term Start Date
  • Term Type
  • Type
  • Updated By ID
  • Updated Date

Bill To

The contact associated with the account to whom your product or service is billed.

Booking Rate Plan Charge

The Rate Plan Charge object that was created for the new subscription or subscription amendment.

Default Payment Method

The default payment method used to make payments.

Deferred Revenue Accounting Code

Accounting code for deferred revenue.

Invoice Owner Account

The invoice owner account of the subscription. Part of the Invoice Subscription to Different Accounts feature.

Parent Account

The parent account of the customer account that owns the subscription.

Product

The product information. Contains the following fields:

  • AllowFeatureChanges
  • Category
  • Created By ID
  • Created Date
  • Description
  • Effective End Date
  • Effective Start Date
  • ID
  • Name
  • NetSuite Integration ID
  • NetSuite Integration Status
  • NetSuite Item Type
  • NetSuite Sync Date
  • SKU
  • Updated By ID
  • Updated Date

Product Rate Plan

The rate plan coming from the product catalog. Contains the following fields:

  • Created By ID
  • Created Date
  • Description
  • Effective End Date
  • Effective Start Date
  • ID
  • Name
  • Updated By ID
  • Updated Date

Product Rate Plan Charge

The product rate plan charge information coming from the product catalog. Contains the following fields:

  • Accounting Code
  • Apply Discount To
  • Bill Cycle Day
  • Bill Cycle Type
  • Billing Period
  • Billing Period Alignment
  • Billing Timing
  • Charge Model
  • Charge Type
  • Created By ID
  • Created Date
  • Default Quantity
  • Deferred Revenue Account
  • Description
  • Discount Level
  • End Date Condition
  • ID
  • Included Units
  • Legacy Revenue Reporting
  • List Price Base
  • Max Quantity
  • Min Quantity
  • Name
  • Number Of Period
  • Overage Calculation Option
  • Overage Unused Units Credit Option
  • Price Change Option
  • Price Increase Percentage
  • Rating Group
  • Recognized Revenue Account
  • Revenue Recognition Code
  • Revenue Recognition Rule Name
  • Revenue Recognition Trigger
  • Smoothing Model
  • Specific Billing Period
  • Tax Code
  • Tax Mode
  • Taxable
  • Trigger Event
  • UOM
  • Up To How Many Periods
  • Up To Periods Type
  • Updated By ID
  • Updated Date
  • Usage Records Rating Option
  • Use Discount Specific Accounting Code
  • Use Tenant Default For Price Change
  • Weekly Bill Cycle Day

Rate Plan

Refers to the rate plan or pricing plan information associated the subscription. Contains the following fields:

  • Amendment Type
  • Created By ID
  • Created Date
  • ID
  • Name
  • Updated By ID
  • Updated Date

Recognized Revenue Accounting Code

Accounting code for recognized revenue.

Sold To

The contact associated with the account to whom your product or service is sold.

Subscription

The subscription to which the rate plan is associated. Contains the following fields:

  • Auto Renew
  • Cancelled Date
  • Contract Acceptance Date
  • Contract Effective Date
  • Cpq Bundle Json ID
  • Created By ID
  • Created Date
  • Creator Account ID
  • Creator Invoice Owner ID
  • Current Term
  • Current Term Period Type
  • ID
  • Initial Term
  • Initial Term Period Type
  • Invoice Owner ID
  • Invoice Separate
  • Name
  • Notes
  • Opportunity Close Date
  • Opportunity Name
  • Original Created Date
  • Original ID
  • Previous Subscription ID
  • Quote Business Type
  • Quote Number
  • Quote Type
  • Renewal Setting
  • Renewal Term
  • Renewal Term Period Type
  • Service Activation Date
  • Status
  • Subscription End Date
  • Subscription Start Date
  • Term End Date
  • Term Start Date
  • Term Type
  • Updated By ID
  • Updated Date
  • Version

Subscription Version Amendment

The amendment that modified the subscription. Only applicable if "Booking Metrics: Change Type" is not "NewSubscription".