Viewing the Advanced SaaS Metrics Roll Forward Report
You can view the renewal, upsell, downsell, and churn amounts for the entire year and itemized per month in the roll forward report on the dashboard. Detailed ARR (annual recurring revenue) and MRR (monthly recurring revenue) reports are also available when you click on the new, renewal, upsell, downsell, and churn amounts.
To view the Advanced Saas Metrics roll forward report:
-
Go to Reports > SaaS Metrics > Dashboard.
-
Scroll to the Roll Forward Report section. Click the ARR or MRR subtab to display the following reports.
-
ARR roll forward report – This report shows the ARR beginning balance, new, upsell, downsell, churn, and ending balance amounts per month for the current year. Amounts are shown in the subsidiary's currency.
ARR amounts are annualized. For contracts with terms that are less than or equal to 12 months, the ARR amount is the contract amount.
For contracts with terms greater than 12 months, the ARR amount is computed as the contract amount, divided by the term, and multiplied by 12.
-
MRR roll forward report – This report shows the MRR new, renewal, upsell, downsell, and churn amounts per month for the current year. Amounts are shown in the subsidiary's currency.
MRR amounts are computed monthly. For example, if you have a contract in January amounting to $12,000 USD with a 12-month term, this amount appears as $1,000 USD every month from January to December.
MRR is computed as the contract amount divided by the term in months.
If the contract term is less than one month, the MRR is the contract amount.
The following information are available in the ARR roll forward report.
Row
Description
Beginning Balance
This is the beginning balance at every month.
The beginning balance for the next month is the ending balance of the previous month.
New
This is the total amount from new subscriptions or contracts for a specific month.
Upsell
This is the total amount from subscriptions or contracts that have been upgraded or generate more revenue than the original subscription or contract amount.
Downsell
This is the total amount from subscriptions or contracts that have been downgraded or generate lesser revenue than the original subscription or contract amount.
Downsell amounts are reflected as negative amounts.
RMA (return merchandise authorization) records or returns of merchandise are considered as downsell amounts.
Churn
This is the total amount from subscriptions or contracts that have been canceled or terminated.
Churn amounts are reflected as negative amounts.
Ending Balance
The ending balance amount is the beginning balance plus the sum of all new, upsell, downsell, and churn amounts for the month.
The ending balance for the month becomes the beginning balance for the next month.
The following information are available on the MRR roll forward report.
Row
Description
New
This is the total monthly amount for new subscriptions or contracts for the month.
Renewal
This is the total monthly amount for renewed subscriptions or contracts for the month.
Upsell
This is the total monthly amount of subscriptions or contracts that have been upgraded or generate more revenue than the original subscription or contract amount for the month.
Upsell amount is calculated as the difference between the renewal monthly contract amount and the previous monthly contract amount.
For example, Contract A has a 6-month term and 6000 as the contract amount. This amount appears as 1000 monthly in the New row. If Contract A gets renewed as Contract B with the same 6-month term but with 7200 as the contract amount, then the Renewal row displays 1000 monthly for 6 months and the Upsell row displays 200 monthly for 6 months.
Downsell
This is the total monthly amount of subscriptions or contracts that have been downgraded or generate lesser revenue than the original contract amount for the month.
Downsell amount is calculated as the difference between the renewal monthly contract amount and the previous monthly contract amount.
For example, Contract A has a 6-month term and 6000 as the contract amount. This amount appears as 1000 monthly in the New row. If Contract A gets renewed as Contract B with the same 6-month term but with 4200 as the contract amount, then the Renewal row displays 1000 monthly for 6 months and the Downsell row displays –300 monthly for 6 months.
Downsell amounts are reflected as negative amounts.
RMA (return merchandise authorization) records or returns of merchandise are considered as downsell amounts.
Churn
This is the total monthly amount of subscriptions or contracts that have been canceled or are not renewed for the month.
Churn amounts are reflected as negative amounts.
Total
This is the total monthly amount when all the new, renewal, upsell, downsell, and churn amounts are added.
-
-
(Optional) Click on the new, renewal, upsell, downsell, and churn amounts in the ARR and MRR roll forward report for details on how the amount was derived.
The detailed ARR and MRR reports show the contracts and transactions that contribute to the computation of the amount.
To export the report as a CSV file, click the Export to CSV link at the upper right corner of the ARR Details or MRR Details table.
The following information are available in the ARR detailed report.
Item
Description
Period
This field displays the period covered for the ARR amount.
Total Amount
This field displays the total new, upsell, downsell, or churn amount.
Metric Type
This field displays whether the amount is considered as new, upsell, downsell, or churn.
Currency
This field displays the currency of the amount.
Contract #
This column displays the SaaS contract transaction number.
Transaction #
This column displays the transaction number for the sales order or invoice.
Subsidiary
This column displays the subsidiary of the transaction.
Customer
This column displays the customer for the transaction.
Department
This column displays the department for the transaction.
Class
This column displays the class for the transaction.
Location
This column displays the location for the transaction.
Item
This column displays the renewable item in the transaction.
Amount (Currency)
This column displays the new, upsell, downsell, or churn amount for the contract or transaction.
All amounts in this column are summed up and the total amount is considered for the computation of the new, upsell, downsell, or churn amount.
Total Contract Value
This column displays the total contract amount.
Start Date
This column displays the start date of the transaction.
End Date
This column displays the end date of the transaction.
For RMA transactions, the end date of the associated sales order is displayed.
Term
This column displays the contract term in months.
Transaction Type
This column displays the type of transaction, such as whether the transaction is a sales order, invoice, or RMA.
The following information are available in the MRR detailed report.
Item
Description
Period
This field displays the period covered for the MRR amount.
Total Amount
This field displays the total new, renewal, upsell, downsell, or churn amount.
Metric Type
This field displays whether the amount is considered as new, renewal, upsell, downsell, or churn.
Currency
This field displays the currency of the amount.
Contract #
This column displays the contract transaction number.
Monthly Contract #
This column displays the monthly contract number.
More details about the monthly contract number are available in the monthly contract plan for the transaction. You can view the monthly contract plan for the transaction in the SaaS Contract Transaction Record.
Transaction #
This column displays the transaction number for the sales order or invoice.
Subsidiary
This column displays the subsidiary of the transaction.
Customer
This column displays the customer for the transaction.
Department
This column displays the department for the transaction.
Class
This column displays the class for the transaction.
Location
This column displays the location for the transaction.
Item
This column displays the renewable item in the transaction.
Amount (Currency)
This column displays the new, renewal, upsell, downsell, or churn amount for the contract or transaction.
All amounts in this column are summed up and the total amount is considered for the computation of the new, renewal, upsell, downsell, or churn amount.
Monthly Contract Amount
This column displays the contract amount per month.
Total Contract Value
This column displays the total contract amount.
Start Date
This column displays the start date of the transaction.
End Date
This column displays the end date of the transaction.
For RMA transactions, the end date of the associated sales order or contract transaction is displayed.
Term
This column displays the contract term in months.
Transaction Type
This column displays the type of transaction, such as whether the transaction is a sales order, invoice, or RMA.
RMA transactions are considered as downsell amounts. However, RMA transactions appear in churn reports to denote that the RMA amount was churned along with the sales order with which it is associated.
Note:In MRR renewal reports, rows with an asterisk denote amounts that were supposed to be renewed but were canceled or considered as churn or downsell.
In MRR downsell reports, rows with an asterisk means the contract has ended but is considered as downsell because the customer still has another existing contract.