Booking Metrics

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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 ExternalldSourceSystem Grade 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 with the subscription. Contains the following fields: Amendment Type: Note that a filter on this field using the unequal operator cannot return those Rate Plan records with a blank Amendment Type field. Created By ID Created Date Externally Managed Plan ID: a text field. This field indicates the unique identifier of a rate plan purchased on a third-party store. ID Invoice Owner ID: the invoice owner ID of the subscription that contains the rate plan Name Subscription Owner ID: the subscription owner ID of the subscription that contains the rate plan 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".