Overview of key metrics for customer accounts
This article provides an overview for each customer account that includes key metrics for the account. With one glance at key metrics, you can see the customer’s Account Balance, Contracted Monthly Recurring Revenue (MRR), Today’s MRR, and Last Invoiced date. If you have enabled the Orders feature, Order metrics are available for each order action. See Key Metrics for Orders for more information.
Key Metrics Fields
The outstanding balance for the customer, and is the sum of all outstanding invoices and debit memos. The debit memos are only available if you have the Invoice Settlement feature enabled.
|Total Invoice Balance||The sum of the balances of each individual invoice.|
|Credit Balance||The customer's current credit balance. This field is deprecated if you have the Invoice Settlement feature enabled.|
|Total Debit Memo Balance||The total outstanding balance of debit memos for the customer.|
|Unapplied Credit Memo Amount||The amount of a credit memo that has been created, but not used to settle or offset an invoice balance or a debit memo balance.|
|Unapplied Payment Amount||The amount of a payment that you have received but has not yet applied to any invoices or debit memos.|
|Contracted MRR (CMRR)||There are account-level CMRR and subscription-level CMRR. See Contracted MRR for more information.|
|Today's MRR||The current monthly recurring revenue as of today’s date. Today’s MRR does not account for future upgrades, downgrades, upsells, or cancellations.|
|Total MRR||The sum of CMRRs of all the subscriptions owned by an account.|
|Last Invoiced||The date the customer was last invoiced.|
See Monthly Recurring Revenue for more information about MRR and how to calculate it. Also see Total Contract Value, a related key metric.
For example: You pay $50 into an account that has no invoice. The credit balance of account is $50, the total invoice balance is $0, and the account balance is -$50 (negative $50).
You then create two invoices with invoice amounts of $100 and $200. The total invoice balance is now $300, the credit balance is still $50, and the account balance is $250 ($300 invoice balance, minus the $50 credit balance).
Any payment can be applied to an invoice to reduce the balance of the invoice. This reduces the total invoice balance and the account balance. If you refund from a credit balance to a customer, this reduces the credit balance and increases the account balance, even though the total invoice balance does not change.