Analytics Training

Subscription Momentum deep dive.

Fundamentals


Customer: SubMo 1

Contract 1: TX1 Jan 01 '18 Jun 30 '18

Contract 2: TX2 Jul 01 '18 Dec 31 '18

TXs: not linked, no classes


Report By Customer

New at min TX Start

Lost after max TX End

Lost when you run the report into the future

Lost in the next month when ends on the last day


Report by Contract

Grouping/filtering change many calculations

July calculations are very different

Drill down enabled to help you explore

TX Renewals/Cancels


Customer: SubMo 2

Contract 1: TX1 Jan 01 '18 Jun 30 '18 Canceled

Contract 2: TX2 Jul 01 '18 Dec 31 '18 Expired


Report By Customer

TX and Customer Renewals are interpreted

Report logic supersedes TX Cancelled field

Customer and TX interpreted as "renewed"


Report by Contract

Grouping/filtering change many calculations

July calculations are very different

Drill down enabled to help you explore

TX Expansion


Customer: SubMo 3

TX1 Jan 01 '18 Jun 30 '18 Class=New

TX2 Mar 27 '18 Dec 31 '18 Class=Renewal


Report By Customer

Expansion and Contraction Fields manually enabled in report

Expansion is interpreted Mar '18

TX Class is ignored

No TX or Customer "renewals" interpreted

Item Groups & Item Filters


Customer: SubMo 5

Item = Emphasize TX1 Jan 01 '18 Dec 31 '18

Item = Astonish TX2 Mar 27 '18 Dec 31 '18


No Item Group

All Customer TXs are included

TX2 is Expansion


With Item Group

TX1 is excluded - "Emphasis" not in Item Group

TX2 is New

Committed


Customer: SubMo 8

Time Between Order and Start

TX1 Order Jan 01 '18 Start Mar '18

Renewal Order Jul '18 Starts Dep '18


Committed Section Enabled

Original Order and Renewal generate Backlog in Order Month

Backlog converts to MRR/ARR in Start Month