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Analytics

Learn how each metric on the Analytics page is calculated, including ARR, bookings, customers, and AR aging

Analytics, accessed from Reporting > Analytics, provides real-time visibility into your business performance with key metrics like ARR, customer growth, bookings, and accounts receivable aging. This guide explains the purpose and calculation methodology for each metric to help you understand your business trajectory and make data-driven decisions.

The analytics page includes these tabs:

  • Overview

  • Sales

  • Invoice reporting

Analytics overview tab

Everything on the Overview tab is computed live from billing data when the page loads (nothing is cached or delayed).

Summary data on the analytics overview tab

  • ARR: Current annual recurring revenue (ARR), with percent change from last month.

  • Customers: The number of currently active customers, with the count change from last month.

  • Month-to-date bookings: This month's bookings so far; follows the TCV/ARR selector on the bookings chart.

  • Outstanding invoices: Total amount of currently issued, unpaid invoices, with percent change from last month. An increase displays in red, since growing outstanding AR is unfavorable.

ARR chart

The annual recurring revenue (ARR) over time line chart shows the revenue that your business expects to generate from its recurring revenue over the next 12 months. This is considered the hero metric that most businesses use to track their growth.

  • The data is based on the last 12 months, including the current month.

  • The current month's point is a snapshot as of right now, and it moves during the month.

ARR calculation

ARR is calculated by taking all active subscriptions at a given point in time, computing the 1-year value for all recurring portions of the subscriptions, and summing them. The ARR chart on the analytics page displays the ARR across multiple points in time, once per month.

ARR calculation:

  • Includes recurring flat fees, licenses, and the committed portion of usage (pre-purchases, committed quantities, and minimum spend).

  • Excludes one-time fees, usage-only fees, usage overages, and percentage-of-transaction revenue.

  • Includes changes to a subscription via amendments & terminations.

  • Includes recurring discounts while they impact the contract value; one-time discounts are excluded.

  • Excludes trials that don’t have recurring fees.

  • Excludes signed contracts that haven't started.

Actions on the ARR chart

  • Hover over a point to view that month's ARR value.

  • Click a month with a value to open a Recurring revenue in [month] panel that includes the month's total plus a table with customer name, plan, ARR, and effective date. Rows link to the customer page, and the panel has its own export-to-CSV button.

  • Click the download icon to export all chart data or the current month only as CSV.

Bookings by month chart

Bookings by month is a non-aggregated view of your new bookings in revenue each month.

  • Bookings include both new contracts and renewal contracts.

  • When a booking is counted:

    • E-signature and accept-and-pay quotes count in the month they are signed or paid.

    • Manually created subscriptions count in the month the subscription starts.

  • This report does not include amendments, one-off invoices, or deleted quotes.

Actions on the bookings by month chart

  • Switch the calculation between TCV (default) and ARR; the help icon explains what's included.

  • Hover over a bar to view that month's total.

  • Click a month with bookings to open a Bookings in [month] panel that includes the customer name, plan, TCV or ARR (follows the selector), booking date, and owner. Rows link to the customer page.

  • Click the download icon to export as CSV.

Customers chart

The customers graph shows the number of active customers for your business month over month. Customers with multiple subscriptions are only counted once here.

  • Customers are included in the chart if they are active during a month, and are noted as Existing if they were active for the entire month.

  • Customers that became active in the month will be marked as New.

  • And customers whose subscription(s) end during the month are marked as Churn.

  • Churn is represented as a negative bar and is not included in the month's total.

Actions on the customers over the last 12 months chart

  • Hover over a bar to view the count per segment plus the total.

  • Click a month to open a Customers for [month] panel that includes type (New/Existing/Churn), customer name, ARR, subscriptions, start date, and end date. Rows open the customer page.

  • Click the download icon to export all chart data or the current month only as CSV. Note the CSV has no type or ARR column; just month, customer, subscription, and dates.

Accounts receivable (AR) aging chart

The accounts receivable chart shows a current snapshot of the total amount of overdue invoices in four buckets: 1 to 30 days, 31 to 60 days, 61 to 90 days, 90+ days past due.

  • Only invoices with status Issued whose due date has passed count as overdue. Draft, paid, void, cancelled, and uncollectible invoices are excluded.

  • Aging is measured from the due date, not the issue date.

  • Invoices that are issued but not yet due (or due today) are not included in the chart.

  • The accounts receivable aging chart sums invoice totals with no currency conversion. If you invoice in multiple currencies, the totals you see are raw sums across all currencies.

Actions on the accounts receivable aging chart

  • Click the download icon to export the data as CSV, one row per overdue invoice, with a link to each invoice.

  • Clicking a bar with a value opens the list of invoices in that bucket and includes status, invoice number, customer, amount, issue date, due date, and days past due.

Analytics sales tab

Reporting > Analytics > Sales shows the annualized contract value (ACV) of finalized quotes from the past year, grouped by salesperson and sale type, so you can see who closed what and whether it was growth or contraction.

  • A sale counts when the quote is signed, paid, or applied; $0 quotes are excluded.

  • The salesperson defaults to the user who created the quote.

  • Subscriptions added directly show as "Unattributed".

  • Sale types (Note: Amendments show the ACV change, not the full value):

    • New (first contract)

    • Renewal (renewal contract)

    • Upsell (amendment that raised ACV)

    • Contraction (amendment that lowered the ACV)

    • Churn (termination)

    • Undetermined (amendment with no ACV change)

  • Actions on the sales tab:

    • Click a row to open a panel listing that person's sales of that type.

    • From the panel's row menu, you can change the sale owner or change the sale type from the three-dot menu.

Analytics invoice reporting tab

Reporting > Analytics > Invoice reporting is the full invoice list for your business. See our article on invoice reporting.

  • Filters on the invoice report:

    • Status: Draft, Issued, Paid, Void, Uncollectible, Cancelled.

    • Payment status: Payment pending, Action required for payment, Payment failed.

    • Customer

    • Products

    • Invoice date range: The invoice date range defaults to today through one month out.

  • Actions on the invoice report:

    • Sort by amount or date.

    • A per-row three-dot menu offers: Open PDF, Go to subscription, Go to customer, Send invoice (drafts), and Change status (manually managed invoices).

    • Click a row to open the invoice.

    • Export to CSV exports all filtered rows with the currently displayed columns.

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