1. Order Management
  2. SaaS Metric Reporting
  3. Subscription Metrics
  4. Working with the Subscription Metrics Dashboards
  5. Working with the Revenue Metrics Dashboard
  6. Viewing Recurring Revenue Bridge Chart

Viewing Recurring Revenue Bridge Chart

The ARR and MRR Bridge Chart shows how recurring revenue changes over time. It highlights where revenue grows or drops. The chart breaks down the gains and losses into clear categories to help spot important trends quickly. Additionally, clicking on a category in the chart opens a detailed report with transaction-level details for deeper analysis. For information about the recurring revenue detail report, see Recurring Revenue Detail Report.

Recurring Revenue Bridge Chart Key Components

  • Data sources - Subscriptions and billing information from NetSuite.

  • Visualization - Bridge (waterfall) chart showing changes in recurring revenue.

  • Impact Categories - Four main types include new, upsell, downsell, and churn, highlighting drivers of growth or loss.

  • Impact Subcategories - Detailed breakdowns such as new customer, add-on, item removal, and customer churn, clarifying reasons for each change.

  • Filters - Metric (ARR or MRR), subsidiary, customer, item, department, class, and location.

  • Reporting periods - Monthly, quarterly, or yearly periods with start and end dates available for selection for analysis.

Key Terms and Definitions

The following table lists the key terms and their definitions.

Term

Definition

MRR

The total predictable revenue generated from active subscriptions each month.

ARR

The total predictable revenue generated from active subscriptions each year.

Starting Balance

The recurring revenue at the beginning of the selected period.

New

Revenue from new customers or contracts.

Upsell / Add-on

Additional revenue from existing customers upgrading or adding services.

Downsell / Item Removal

Revenue lost due to customers downgrading or removing services.

Churn / Customer Churn

Revenue lost from customers who cancel their subscriptions.

Ending Balance

The recurring revenue at the end of the selected period.

To view the recurring revenue bridge chart:

  1. Go to Subscription Metrics > Revenue Metrics > View.

  2. From the Metric filter, select ARR or MRR.

  3. (Optional) Apply the applicable filters.

  4. Select the category, duration, start period and end period you want to review.

  5. View the summary report for your selected period.

  6. Click any amount, like new sales or churn, to see transaction-level details.

    You can export details to CSV if needed.

Related Topics

General Notices