Using the Overview Dashboard

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Using the Overview Dashboard

This feature is not automatically enabled for existing users of the Zuora Insights add-on. To request this feature, contact your Zuora Insights representative.

The Overview dashboard provides an at-a-glance view of the health of your subscription business. You can use the Overview dashboard to explore trends in key subscription metrics related to monthly recurring revenue (MRR), customer numbers, subscription changes, billing, and revenue collection.

Only Insights administrators can use the Overview dashboard.

Each metric on the Overview dashboard is displayed as an interactive card. See Calculations of Key Subscription Metrics for a description of each card.

All data displayed on the Overview dashboard is sourced from your Zuora tenant. Monetary values are displayed in the home currency configured in your Zuora tenant. See Currency Conversion for more information.

Insights refreshes the data on the Overview dashboard at least once per day.

View Detailed Data for a Card

To view detailed data for an Overview dashboard card:

  1. Navigate to Overview.

    The Overview page opens and displays key subscription metrics as cards. For example, the Annual Net Retention card shows the annual retention rate of contracted MRR across all accounts:

    Insights_Overview_ANR.png

    To view a description of the card, hover over the card title, then click Dashboard_Card_Info_Button.png information.

  2. Click the card title.

    Insights displays the card detail page. This page contains more detail about the subscription metric, including a data grid below the chart. For example:

    Insights_Overview_ANR_Detail.png

    You can horizontally scroll the data grid to view all the data.

Depending on the configuration of your Zuora tenant, some cards may not be available. For instance, if your organization does not use Zuora Payments to process payments, the Net Payments card is not available.

If a card is not available, you will see the message "No Data Available."

Share Cards With Team Members

To send other team members a link to the Overview dashboard:

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

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

  3. Click Share.

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

The Overview dashboard uses a responsive design that makes it easy for team members to view the cards on mobile devices.

If a team member is not an Insights administrator, the team member will not be able to view the Overview dashboard. See Guidance for Insights Administrators for information about managing Insights administrators.

Drill Down to Contributing Accounts

If you have the Configurable Dashboard feature enabled, you can view account level information about the following cards:

  • Net MRR
  • MRR Changes

To view the accounts that contributed to a particular value of a subscription metric:

  1. Display the data grid on the card detail page, as explained in the "View Detailed Data for a Card" section.

  2. Click a value in the data grid.

Insights lists the accounts that contributed to the value of the subscription metric. For example:

Insights_Overview_Drilldown.png

You can click an account name to open the account's dashboard in Insights. See Using Account Dashboards for more information about account dashboards.

If you drill down to view how much MRR is currently contributed by an account, Insights 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.

Configure a Card

If you have the Configurable Dashboard feature enabled, you can change the title, description, and displayed data for some Overview dashboard cards. See Configuring Cards on the Overview Dashboard for more information.

Report on Metrics and Export Metrics

Each subscription metric displayed on the Overview dashboard is provided by Insights Analysis. You can use Insights Analysis to further explore trends in subscription metrics.

To create a report that summarizes a subscription metric:

  1. In your Zuora tenant, navigate to Insights > Analysis.

  2. Locate the subscription metric in the Zuora Standard Reports folder.

  3. Click Run Summary Report.

Insights Analysis displays a table of values for the subscription metric. To filter the table, change the layout of the table, or add more details to the table, click Edit Report. To export the table, click Export > Crosstab Layout.

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