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What happens when there is a plan/quantity change for historical subscriptions? Does RevenueStory ca

Changing the imported data (impact in RevenueStory)RevenueStory captures the subscriptions' plan, M

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What happens when there is a plan/quantity change for historical subscriptions? Does RevenueStory capture it as an upgrade?

What happens when there is a plan/quantity change for historical subscriptions? Does RevenueStory capture it as an upgrade? 

Changing the imported data (impact in RevenueStory)RevenueStory captures the subscriptions' plan, MRR, and status historically from the imported invoices. Since upgrades/downgrades are critical changes in MRR, they are captured in the MRR historical data.

Consider the following scenarios:

Scenario 1:

There are three overlapping invoice periods for a subscription and let's see how the MRR history is captured in Chargebee:

  • Invoice 1 spans for the period from Jan 2020 to Dec 2020 with MRR of $50.

  • Invoice 2 spans for the period from Feb 2020 to Jan 2021 with MRR of $60.

  • Invoice 3 spans for the period from Mar 2020 to Feb 2021 with MRR of $70.

MRR history will be captured as follows:

  • Jan 2020 to Feb 2020 - MRR will be $50

  • Feb 2020 to Mar 2020 - MRR will be $60

  • Mar 2020 to Feb 2021 - MRR will be $70

Scenario 2:

When a prorated invoice or an invoice with prorated line item is encountered, the entire invoice is rejected and the MRR from the next non-prorated invoices or next available invoice with non prorated line item is considered for the MRR calculations.

  • Invoice 1 spans for the period from Jan 2020 to Dec 2020 with an Invoice Amount of $600 for a $600 annual plan.

  • Invoice 2 is prorated and spans for the period from Feb 2020 to Dec 2020 with an Invoice Amount of $660 for a $720 annual plan.

  • Invoice 3 is prorated and spans for the period from Mar 2020 to Dec 2020 with an Invoice Amount of $700 for an $840 annual plan.

  • Invoice 4 spans for the period from Jan 2021 to Dec 2021 with an Invoice amount of $840 for an $840 plan.

MRR history will be captured as follows:

  • Jan 2020 - MRR will be $50

  • Feb 2020 - MRR will be $70

  • Mar 2020 to Dec 2020 - MRR will be $70

  • Jan 2021 to Dec 2021 - MRR will be $70

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