Insight Analysis Metric Glossary

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

Insights calculates each subscription metric on the static dashboard from a pre-built report in Insights Analysis.

To use the static dashboard, navigate to Analytics > Dashboard in your Zuora tenant.

Only Insights administrators can use the static dashboard.

Subscription Metrics

The following table describes how Insights calculates each subscription metric on the static dashboard:

Metric	Description
ARPA (CMRR) Not available if the Orders feature is enabled.	Average contracted MRR per active account. An account is active if it has a subscription with an effective rate plan charge. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. This metric is reported in the home currency configured in your Zuora tenant. Calculation: Current CMRR divided by the number of accounts that were active on the calculation date
Current CMRR Not available if the Orders feature is enabled.	Contracted MRR across all accounts. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. This metric is reported in the home currency configured in your Zuora tenant. Calculation: Sum of “Booking Metrics: Change in MRR” for all rate plan charges with “Contract Effective Date” earlier than (or equal to) the calculation date Note: The Highest Revenue Products By CMRR metric breaks down your products by how much each product currently contributes to the contracted MRR across all accounts.
Customer Changes	Month-on-month increase or decrease in active accounts, broken down by new customers and churned customers. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. On the static dashboard, a flat line above 0 represents a constant net increase in active accounts. Data is reported for the last day of each month. Calculation for new customers: The number of accounts that were active on the calculation date but inactive (or nonexistent) at the end of the previous calendar month Calculation for churned customers: Number of accounts that went from active to inactive between the end of the previous calendar month and the calculation date. Accounts that were created and became inactive in this period are not counted
Days Sales Outstanding	Daily sales outstanding, calculated at the end of a 90 day period. Lower values represent faster revenue collection. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. Calculation: (AR Balance divided by Invoice Amount 90 Day) × 90 Calculation of AR Balance: Sum of “Change in Account Balance” for all posted or processed transactions with “Transaction Date” earlier than or equal to the calculation date Calculation of Invoice Amount 90 Day: Sum of “Amount” for all invoices with: “Status” equal to “Posted” “Invoice Date” between 0 and 90 days prior to the calculation date
Highest Revenue Products By CMRR Not available if the Orders feature is enabled.	The amount that each product currently contributes to the contracted MRR across all accounts.
Monthly Customer Churn Rate	Customer churn rate, calculated as the proportion of active accounts that became inactive during the calendar month. Accounts created during the calendar month are not considered. An account is active if it has a subscription with an effective rate plan charge. A value of 20% indicates that 20% of the accounts that were active at the end of the previous calendar month are now inactive. For the current calendar month, this metric is calculated on the previous calendar day. This means that the metric is always 0 on the first day of the current calendar month. For previous calendar months, the metric is calculated on the last day of the month. Calculation: Churn Subscriber Count divided by the number of accounts that were active at the end of the previous calendar month Calculation of Churn Subscriber Count: Number of accounts that went from active to inactive during the calendar month. Accounts that were created and became inactive during the calendar month are not counted
MRR Changes Not available if the Orders feature is enabled.	Month-on-month increase or decrease in MRR across all accounts, broken down by type of subscription change. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. On the static dashboard, a flat line above 0 represents a constant net increase in MRR. Data is reported for the last day of each month. This metric is reported in the home currency configured in your Zuora tenant. Calculation for each type of subscription change: Sum of “Booking Metrics: Change in MRR” for all rate plan charges with: The appropriate “Change Type” “Contract Effective Date” between the beginning of the calendar month and the calculation date
Net Billing	Month-on-month increase or decrease in billing across all accounts, broken down by type of billing item. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. This metric is reported in the home currency configured in your Zuora tenant. Calculation for each type of billing item: Sum of “Change in Account Balance” for all posted or processed transactions with: The appropriate “Transaction Type” “Transaction Date” between the beginning of the calendar month and the calculation date
Net Payments	Month-on-month increase or decrease in payments across all accounts, broken down by type of payment item. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. This metric is reported in the home currency configured in your Zuora tenant. Calculation for each type of payment item: Sum of “Change in Account Balance” for all posted or processed transactions with: The appropriate “Transaction Type” “Transaction Date” between the beginning of the calendar month and the calculation date
Net Retention Not available if the Orders feature is enabled.	Retention rate of contracted MRR across all accounts, calculated at the end of a 1 year period. Accounts created less than 1 year prior to the calculation date are not considered. A value of 120% indicates that the accounts from 1 year ago now have a 20% higher total contracted MRR than 1 year ago. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. This metric is reported in the home currency configured in your Zuora tenant. Calculation: Current CMRR divided by Year Ago Current MRR Calculation of Year Ago Current MRR: Sum of “Booking Metrics: Change in MRR” for all rate plan charges with “Contract Effective Date” earlier than (or equal to) 1 year prior to the calculation date
Subscription Changes (Cancelled Subscriptions)	Number of cancelled subscriptions per calendar month. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. On the static dashboard, a flat line above 0 represents a constant increase in cancelled subscriptions. Data is reported for the last day of each month. Calculation: The number of cancelled subscriptions with “Cancelled Date” between the beginning of the calendar month and the calculation date
Subscription Changes (New Subscriptions)	Number of new subscriptions per calendar month. For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month. On the static dashboard, a flat line above 0 represents a constant increase in new subscriptions. Data is reported for the last day of each month. Calculation: The number of new subscriptions with “Subscription Start Date” between the beginning of the calendar month and the calculation date
Total Customers	Number of active accounts, calculated over 1 calendar month. An account is active if it has a subscription with an effective rate plan charge. For the current calendar month, this metric is calculated for the month to date. For previous calendar months, this metric is calculated for the whole month. Calculation: The number of accounts that were active on the calculation date

Metric

Description

ARPA (CMRR)

Not available if the Orders feature is enabled.

Average contracted MRR per active account. An account is active if it has a subscription with an effective rate plan charge.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

This metric is reported in the home currency configured in your Zuora tenant.

Calculation:
Current CMRR divided by the number of accounts that were active on the calculation date

Current CMRR

Not available if the Orders feature is enabled.

Contracted MRR across all accounts.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

This metric is reported in the home currency configured in your Zuora tenant.

Calculation:
Sum of “Booking Metrics: Change in MRR” for all rate plan charges with “Contract Effective Date” earlier than (or equal to) the calculation date

Note: The Highest Revenue Products By CMRR metric breaks down your products by how much each product currently contributes to the contracted MRR across all accounts.

Customer Changes

Month-on-month increase or decrease in active accounts, broken down by new customers and churned customers.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

On the static dashboard, a flat line above 0 represents a constant net increase in active accounts. Data is reported for the last day of each month.

Calculation for new customers:

The number of accounts that were active on the calculation date but inactive (or nonexistent) at the end of the previous calendar month

Calculation for churned customers:

Number of accounts that went from active to inactive between the end of the previous calendar month and the calculation date. Accounts that were created and became inactive in this period are not counted

Days Sales Outstanding

Daily sales outstanding, calculated at the end of a 90 day period. Lower values represent faster revenue collection.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

Calculation:
(AR Balance divided by Invoice Amount 90 Day) × 90

Calculation of AR Balance:
Sum of “Change in Account Balance” for all posted or processed transactions with “Transaction Date” earlier than or equal to the calculation date

Calculation of Invoice Amount 90 Day:
Sum of “Amount” for all invoices with:

“Status” equal to “Posted”
“Invoice Date” between 0 and 90 days prior to the calculation date

Highest Revenue Products By CMRR

Not available if the Orders feature is enabled.

The amount that each product currently contributes to the contracted MRR across all accounts.

Monthly Customer Churn Rate

Customer churn rate, calculated as the proportion of active accounts that became inactive during the calendar month. Accounts created during the calendar month are not considered. An account is active if it has a subscription with an effective rate plan charge.

A value of 20% indicates that 20% of the accounts that were active at the end of the previous calendar month are now inactive.

For the current calendar month, this metric is calculated on the previous calendar day. This means that the metric is always 0 on the first day of the current calendar month. For previous calendar months, the metric is calculated on the last day of the month.

Calculation:
Churn Subscriber Count divided by the number of accounts that were active at the end of the previous calendar month

Calculation of Churn Subscriber Count:
Number of accounts that went from active to inactive during the calendar month. Accounts that were created and became inactive during the calendar month are not counted

MRR Changes

Not available if the Orders feature is enabled.

Month-on-month increase or decrease in MRR across all accounts, broken down by type of subscription change.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

On the static dashboard, a flat line above 0 represents a constant net increase in MRR. Data is reported for the last day of each month.

This metric is reported in the home currency configured in your Zuora tenant.

Calculation for each type of subscription change:
Sum of “Booking Metrics: Change in MRR” for all rate plan charges with:

The appropriate “Change Type”
“Contract Effective Date” between the beginning of the calendar month and the calculation date

Net Billing

Month-on-month increase or decrease in billing across all accounts, broken down by type of billing item.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

This metric is reported in the home currency configured in your Zuora tenant.

Calculation for each type of billing item:
Sum of “Change in Account Balance” for all posted or processed transactions with:

The appropriate “Transaction Type”
“Transaction Date” between the beginning of the calendar month and the calculation date

Net Payments

Month-on-month increase or decrease in payments across all accounts, broken down by type of payment item.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

This metric is reported in the home currency configured in your Zuora tenant.

Calculation for each type of payment item:
Sum of “Change in Account Balance” for all posted or processed transactions with:

The appropriate “Transaction Type”
“Transaction Date” between the beginning of the calendar month and the calculation date

Net Retention

Not available if the Orders feature is enabled.

Retention rate of contracted MRR across all accounts, calculated at the end of a 1 year period. Accounts created less than 1 year prior to the calculation date are not considered.

A value of 120% indicates that the accounts from 1 year ago now have a 20% higher total contracted MRR than 1 year ago.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

This metric is reported in the home currency configured in your Zuora tenant.

Calculation:
Current CMRR divided by Year Ago Current MRR

Calculation of Year Ago Current MRR:
Sum of “Booking Metrics: Change in MRR” for all rate plan charges with “Contract Effective Date” earlier than (or equal to) 1 year prior to the calculation date

Subscription Changes (Cancelled Subscriptions)

Number of cancelled subscriptions per calendar month.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

On the static dashboard, a flat line above 0 represents a constant increase in cancelled subscriptions. Data is reported for the last day of each month.

Calculation:
The number of cancelled subscriptions with “Cancelled Date” between the beginning of the calendar month and the calculation date

Subscription Changes (New Subscriptions)

Number of new subscriptions per calendar month.

For the current calendar month, this metric is calculated on the current date. For previous calendar months, this metric is calculated on the last day of the month.

On the static dashboard, a flat line above 0 represents a constant increase in new subscriptions. Data is reported for the last day of each month.

Calculation:
The number of new subscriptions with “Subscription Start Date” between the beginning of the calendar month and the calculation date

Total Customers

Number of active accounts, calculated over 1 calendar month. An account is active if it has a subscription with an effective rate plan charge.

For the current calendar month, this metric is calculated for the month to date. For previous calendar months, this metric is calculated for the whole month.

Calculation:
The number of accounts that were active on the calculation date