Stand-alone Transactions in SaaS Metric Reporting
The Stand-alone Transaction use case tracks the impact of isolated transactions on your SaaS metrics, including new sales, upsells, downsells, churn, and renewals. A stand-alone transaction is defined by unique start and end dates on the transaction header and does not maintain revision history.
Source Records
Stand-alone transactions can originate from:
-
Sales Orders
-
Invoices
-
Cash Sales
Impact Categories and Subcategories
|
Impact Level |
Impact Category |
Impact Subcategory |
Situation/Trigger |
Notes |
|---|---|---|---|---|
|
Contract |
New |
New Contract |
New transaction/item |
- |
|
Customer |
New |
New Customer |
Transaction with earliest start date for a customer |
- |
|
Contract/Customer |
Upsell |
Price Increase |
Increase in amount (not quantity) on renewal transaction |
- |
|
Contract |
Upsell |
Quantity Increase |
Increase in quantity on renewal or co-terminous transaction |
- |
|
Contract |
Upsell |
Quantity Increase |
Simultaneous price and quantity increase on renewal transaction |
- |
|
Customer |
Upsell |
Quantity Increase |
Increase in quantity for same item across customer transactions |
- |
|
Contract |
Upsell |
Add-on |
New line item added on renewal transaction or different co-terminous sales order with same customer, different item |
- |
|
Customer |
Upsell |
Add-on |
New item added across customer transactions |
- |
|
Contract |
Downsell |
Quantity Decrease |
Partial quantity removed via Return Authorization, Credit Memo, or Cash Refund |
- |
|
Contract |
Downsell |
Quantity Decrease |
Decrease in quantity on renewal transaction |
- |
|
Customer |
Downsell |
Quantity Decrease |
Decrease in quantity for item across customer transactions |
Decrease in quantity on contract or contract with item ending but same item is active on another contract for customer |
|
Contract/Customer |
Downsell |
Price Decrease |
Decrease in amount (not quantity) on renewal transaction |
- |
|
Contract |
Downsell |
Item Removal |
Item removal on renewal transaction |
Updates churn event on original analytical impact |
|
Contract |
Downsell |
Item Removal |
Full line removed via Return Authorization, Credit Memo, or Cash Refund |
- |
|
Customer |
Downsell |
Item Removal |
Item removal across customer transactions |
Item removed on contract or contract with item ending but item is not active on another contract for customer |
|
Contract |
Churn |
Contract Churn |
No renewal transaction |
- |
|
Customer |
Churn |
Customer Churn |
Transaction with latest end date for a customer |
- |
|
Contract/Customer |
No Impact |
Renewal |
Analytical impact linked to renewal transaction's analytical impact |
- |
|
- |
N/A |
N/A |
Increase or decrease to original line's quantity/amount (no revision history on stand-alone transactions) |
Updates monthly impact amount without generating upsell/downsells on stand-alone transactions |