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Insights Standard Fields

Overview

Every Insights tenant comes pre-built with a set of standard fields for both Account and User records. A field can be one of two types:

  • Attribute: Numeric or alphanumeric field that updates with no set frequency (e.g. Account Name or Industry)

  • Metric: Numeric field that updates at a set frequency (e.g. Active Users (Last 30 Days) or Total Sessions per Week)

Insights standard fields have proven to be generally useful for all customers and offer a starting point for additional custom attributes and metrics that you will want to track about your subscribers.

Account Fields

Demographic

The following fields are required by Insights to identify your Accounts. Demographic fields typically originate from information you have stored in core Zuora or your CRM.

Label

Data Category

Data Type & Format

Description

Account Name

Attribute

Text

The name for the Account record that is displayed and searchable in Insights.

Created in Insights

Attribute

Calendar Date: Fixed

The date of earliest event or field snapshot for the Account (whichever is earliest).

Insights Account ID

Attribute

Identifier: Internal Link: Account

Unique account identifier Zuora Insights assigns to an Account.

Zuora Account ID

Attribute

Identifier: External
Link: Zuora Account

The ID of the Account in your Zuora tenant.

Zuora Child

Attribute

True or False

Indicates whether the Account has a parent Account in your Zuora tenant.

Zuora Child Account Names

Attribute

Text

The name of the Account's immediate child Account in your Zuora tenant. If the Account has multiple child accounts, the names are separated by commas.

Zuora Child Account Numbers

Attribute

Text

The Account number of the Account's immediate child Account in your Zuora tenant. If the Account has multiple child Accounts, the Account numbers are separated by commas.

Zuora Parent

Attribute

True or False

Indicates whether the Account has any child Accounts in your Zuora tenant.

Zuora Parent Account ID

Attribute

Identifier: External
Link: Zuora Account

The ID of the Account's immediate parent Account in your Zuora tenant.

Zuora Parent Account Name

Attribute

Text

The name of the Account's immediate parent Account in your Zuora tenant.

Zuora Parent Account Number

Attribute

Identifier: Not linked

The account number of the Account's immediate parent Account in your Zuora tenant.

Behavioral

The following fields are automatically generated based on subscriber behavior events you send into Insights. Events typically originate from your product and/or analytics databases.

Label

Data Category

Data Type & Format

Description

Active Users (Last 30 Days)

Metric

Number: Integer

Number of Users associated with the Account with one or more Event(s) in the last 30 days.

Avg Actions per Active User per Week

Metric

Number: Integer

Total number of Events in the calendar week (Monday to Sunday) divided by the number of Users associated with the Account with one or more Event in the calendar week.

Avg Sessions per Active User per Week

Metric

Number: Integer

Total number of Sessions in the calendar week (Monday to Sunday) divided by the number of Users associated with the Account with one or more Event in the calendar week.

Last Action

Attribute

Identifier: Internal Link: Event

The most recent Event done by the Account or a User associated with the Account.

Last Action Date

Attribute

Timestamp: Fixed

Timestamp of the most recent Event done by the Account or a User associated with the Account.

Last User

Attribute

Identifier: Internal Link: User

The User associated with the Account with the most recent Event.

Total Actions per Week

Metric

Number: Integer

Total number of Events in the calendar week (Monday to Sunday).

Total Sessions per Week

Metric

Number: Integer

Total number of Sessions in the calendar week (Monday to Sunday).

Total Users

Metric

Number: Integer

Number of Users associated with the Account.

Usage Intensity

Metric

Number: Decimal: 1

A 0-10 ranking of all Accounts by number of recent Events, where 10 is the most active Account. More details available here.

Financial

Every Insights customer blends behavioral data with financial data from your core Zuora tenant. Below is a listing of the standard financial fields available for every Insights customer.

Label

Data Category

Data Type & Format

Description

Account Balance

Attribute

Number: Currency

Current outstanding balance for the Account in core Zuora.

Account Billing Batch

Attribute

Picklist

Billing batch name of the Account in core Zuora. If a billing batch name is customized in core Zuora, the value of this field is the custom billing batch name. Otherwise, the value of this field is the default billing batch name, e.g., Batch15.

Account Currency

Attribute

Picklist

Currency the Account will be billed in. Each Account can only be billed in one currency. All transactions (invoices, payments, adjustments) for the Account are billed in this currency.

Account End Date

Attribute

Calendar Date: Fixed

For canceled Accounts, this is the Account's latest Subscription Canceled Date, or latest Subscription Rate Plan Charge Effective End Date, whichever is later. For non-canceled Accounts, this field is null.

Account Start Date

Attribute

Calendar Date: Fixed

The Account's earliest Subscription Start Date, or earliest Subscription Rate Plan Charge Effective Start Date (it is possible to have Subscriptions with Subscription Rate Plan Charges with start dates prior to Subscription Start Date), whichever is earlier.

Account Status

Attribute

Picklist

Status of the Account in core Zuora.

Active Plans

Attribute

Text

Comma-separated list of active Subscription Rate Plans for the Account, where each plan is displayed as a concatenation of: [Product Name] / [Rate Plan Name].

Auto-Renew

Attribute

True or False

Indicates whether the Account has any Subscriptions with auto-renew enabled.

Balance 30 Days Past Due

Metric

Number: Currency

The sum of all invoice balances for Account's invoices over 30 days old. An invoice balance is the remaining balance of an invoice after all payments, adjustments and refunds are applied.

Balance 60 Days Past Due

Metric

Number: Currency

The sum of all invoice balances for Account's invoices over 60 days old. An invoice balance is the remaining balance of an invoice after all payments, adjustments and refunds are applied.

Balance 90 Days Past Due

Metric

Number: Currency

The sum of all invoice balances for Account's invoices over 90 days old. An invoice balance is the remaining balance of an invoice after all payments, adjustments and refunds are applied.

Billing City

Attribute

Text

City of "Bill To" Key Contact in core Zuora.

Billing Contact Email

Attribute

Text

Email of "Bill To" Key Contact in core Zuora.

Billing Contact First Name

Attribute

Text

First Name of "Bill To" Key Contact in core Zuora.

Billing Contact Full Name

Attribute

Text

Full name of "Bill To" Key Contact in core Zuora.

Billing Contact ID

Attribute

Identifier: Not linked

ID of "Bill To" Key Contact in core Zuora.

Billing Contact Last Name

Attribute

Text

Last Name of "Bill To" Key Contact in core Zuora.

Billing Country

Attribute

Picklist

Country of "Bill To" Key Contact in core Zuora.

Billing Period

Attribute

Picklist

Comma-separated list of the billing period(s) of any active Rate Plan Charges for the Account.

Billing State/Province

Attribute

Picklist

State of "Bill To" Key Contact in core Zuora.

Contracted MRR

Attribute

Number: Currency

The future expected MRR, including scheduled future upgrades, downgrades, upsells and cancelations.

Evergreen

Attribute

True or False

Indicates whether the Account has any Subscriptions with evergreen terms.

Evergreen Implied Next Renewal Date

Attribute

Calendar Date: Fixed

For Accounts with any Subscriptions with evergreen terms, the next date on which those terms renew, according to the charge billing cycle.

Final Renewal Date

Attribute

Calendar Date: Fixed

The latest Subscription End Date across all of an Account's Subscriptions, or the latest Rate Plan Charge Effective End Date, which ever is later.

Last Invoice Date

Attribute

Calendar Date: Fixed

The most recent Invoice Date for the Account across all Subscriptions.

Last Payment Date

Attribute

Calendar Date: Fixed

The most recent Payment Date for the Account across all Subscriptions.

Last Renewal Date

Attribute

Calendar Date: Fixed

The most recent date of a Subscription Renewal, or that a Rate Plan Charge began after another Rate Plan Charge ended.

Max Renewal Term (Months)

Attribute

Number: Integer

The longest renewal term duration, in months, across all of an Account's Subscriptions.

Min Renewal Term (Months)

Attribute

Number: Integer

The shortest renewal term duration, in months, across all of an Account's Subscriptions.

Net Payments (Last 12 Months)

Metric

Number: Currency

The sum of all processed payments for the Account, net of payment refunds, for the last 12 months.

Net Payments (Last 30 Days)

Metric

Number: Currency

The sum of all processed payments for the Account, net of payment refunds, for the last 30 days.

Net Payments (Month-to-Date)

Metric

Number: Currency

The sum of all processed payments for the Account, net of payment refunds, for the calendar month.

Net Payments (Lifetime-to-Date)

Metric

Number: Currency

The sum of all processed payments for the Account, net of payment refunds, for the entire history of the Account.

If the Account canceled and subsequently became active again, the sum includes payments from before the cancellation and after the renewal.

Next Cancel Date

Attribute

Calendar Date: Fixed

The earliest of the Cancelation Date(s) on all of the Account's active Subscription(s). Does not capture Rate Plan Charges that just end "naturally" on their End Date.

Next Renewal Date

Attribute

Calendar Date: Fixed

The earliest Subscription End Date across all of an Account's Subscriptions, or the earliest Rate Plan Charge Effective End Date, which ever is earlier.

One-Time Charges (Last 30 Days)

Metric

Number: Currency

The sum of all one-time invoice item charges for the Account for the last 30 days.

One-Time Charges (Last 90 Days)

Metric

Number: Currency

The sum of all one-time invoice item charges for the Account for the last 90 days.

One-Time Charges (Month-to-Date)

Metric

Number: Currency

The sum of all one-time invoice item charges for the Account for the calendar month.

Overage Charges (Last 30 Days)

Metric

Number: Currency

The sum of all overage invoice item charges for the Account for the last 30 days.

Overage Charges (Last 90 Days)

Metric

Number: Currency

The sum of all overage invoice item charges for the Account for the last 90 days.

Overage Charges (Month-to-Date)

Metric

Number: Currency

The sum of all overage invoice item charges for the Account for the calendar month.

Plan Charges

Attribute

Text

Comma-separated list of active Subscription Rate Plan Charges for the Account, where each charge is displayed as a concatenation of: [Rate Plan Name] / [Rate Plan Charge Name].

SKU Plans

Attribute

Text

Comma-separated list of active Subscription Rate Plans for the Account, where each plan is displayed as a concatenation of: [Product SKU] / [Rate Plan Name].

Subscriber Status

Attribute

Picklist

Status of an Account's Subscriptions in core Zuora. Possible values:

  • Active: The Account has at least one Subscription with an effective Rate Plan Charge
  • Out of Term: The Account only has Subscriptions that were effective in the past, and the most recently updated Subscription ended because it passed its term end date
  • Cancelled: The Account only has Subscriptions that were effective in the past, and the most recently updated Subscription ended because of a Cancellation amendment
  • Free: The Account has at least one active Subscription, but no active Subscription has a Rate Plan Charge that is effective now
  • Future: The Account has at least one active Subscription, but each active Subscription starts in the future
  • Returning: The Account has no currently active Subscriptions, but has at least one subscription in the past that was active and at least one active Subscription that starts in the future
  • No Subscription: The Account has no Subscription with a Rate Plan Charge that is effective in the past, present, or future

Today's MRR

Attribute

Number: Currency

The sum of MRR across all currently active charges for the Account.

Usage Charges (Last 30 Days)

Metric

Number: Currency

The sum of all usage invoice item charges for the Account for the last 30 days.

Usage Charges (Last 90 Days)

Metric

Number: Currency

The sum of all usage invoice item charges for the Account for the last 90 days.

Usage Charges (Month-to-Date)

Metric

Number: Currency

The sum of all usage invoice item charges for the Account for the calendar month.

Zuora Account Name

Attribute

Text

Name of the Account as displayed in core Zuora.

Zuora Account Number

Attribute

Identifier: Not linked

Unique account number core Zuora assigns to an Account.

Zuora Created Date

Attribute

Calendar Date: Fixed

Date the Account was created in core Zuora.

User Fields

Demographic

The following fields are required by Insights to identify your Users. Demographic fields typically originate either from information you have stored in core Zuora or your CRM.

Label

Data Category

Data Type & Format

Description

Created in Insights

Attribute

Calendar Date: Fixed

Date the User became a record in Insights.

User ID

Attribute

Identifier: Internal Link: User

Description is customized depending on the name of the system from which the identifier originates.

User Name

Attribute

Text

The name for the User record that is displayed and searchable in Insights.

Behavioral

The following fields are automatically generated by Insights based on standard Event and Account data inputs. Events typically originate from your product, application, or service and are linked in Insights with Accounts stored in your customer database of record.

 

Label

Data Category

Data Type & Format

Description

Last Action

Attribute

Identifier: Internal Link: Event

The most recent Event done by the User.

Last Action Date

Attribute

Timestamp: Fixed

Timestamp of the most recent Event done by the User.

Persona

Attribute

Picklist

A characterization of the User's recent behavior. More details available here.

Total Actions per Week

Metric

Number: Integer

Total number of Events in the calendar week (Monday to Sunday).

Total Sessions per Week

Metric

Number: Integer

Total number of Sessions in the calendar week (Monday to Sunday).

Usage Intensity

Metric

Number: Decimal: 1

A 0-10 ranking of all Users by number of recent Events, where 10 is the most active Account. More details available here.

Last modified
15:45, 20 Apr 2017

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