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Total non-taxable amount calculated from exempted sales.
Explanation of metric
This metric presents the total non-taxable amount derived from sales that are exempt from taxes. The chart visualizes this total non-taxable amount for a specific period.
How it's measured
Tax Exemption Summary = Total Non-taxable amount in a particular period.
Reading
An upward trend indicates an increase in exempt sales, while a downward trend suggests a decrease.
Interpretation
The Tax Exemption Summary helps in accurate tax reporting and compliance by detailing the portion of sales not subject to tax. Understanding this metric is crucial for assessing how tax exemptions impact overall tax liability, revenue analysis, and financial planning. A significant amount of non-taxable sales can affect the business's tax obligations.
Example
If your business has total sales of $10,000 and $2,000 of these sales are exempted from tax due to customer location, the report will show the total non-taxable amount as $2,000, providing a clear view of the exemption on your sales.
Total non-taxable amount calculated from the exempted sales segmented by Jurisdiction Name.
Explanation of metric
This metric provides a detailed breakdown of non-taxable sales by jurisdiction. The bar chart visualizes the total non-taxable amounts for each jurisdiction during a specific period.
How it's measured
Tax Exemption Summary by Jurisdiction Name = Total non-taxable amount in a particular period segmented by Jurisdiction Name.
Reading
An upward trend for a particular jurisdiction indicates increased exempt sales. Conversely, a downward trend suggests a decrease.
Interpretation
This report provides a detailed view of tax exemptions across different jurisdictions, enabling you to analyze the geographical distribution of your non-taxable transactions. By highlighting where exemptions are most common, it aids in tax compliance, strategic planning, and decision-making. This granular view can help manage regional tax obligations and adjust strategies based on jurisdiction-specific data.
Example
If your business operates in cities like New York, Los Angeles, and Chicago, the report will display non-taxable sales for each city. For example, it might show $1,000 in New York, $500 in Los Angeles, and $300 in Chicago, clearly separating tax-exempt transactions in each jurisdiction. This facilitates targeted analysis and strategic planning for each region.
The total non-taxable amount calculated from the exempted sales, segmented by Jurisdiction Type.
Explanation of metric
This metric is visually represented through a chart, showing the total non-taxable amount calculated from exempted sales, broken down by Jurisdiction Type.
How it's measured
Tax Exemption Summary by Jurisdiction Type = Total Non-taxable amount in a particular period segmented by Jurisdiction Type.
Reading
The report highlights regional tax exemptions, displaying the non-taxable amounts by jurisdiction type. It offers a granular view of tax liabilities and exemptions, which is critical for accurate reporting and compliance.
Interpretation
This metric helps businesses understand how non-taxable sales are distributed across different jurisdictions, aiding them in regional tax planning. It's particularly useful for businesses operating in multiple locations with varying tax exemptions.
Example
For a business operating across multiple states, this report might show non-taxable sales amounts per state. For instance, State A may have $1,000 in non-taxable sales, while State B might have $2,000. This segmentation helps visualize the distribution of non-taxable amounts across different regions.
Total value of invoices generated during the specific period.
Explanation of metric
This metric tracks the total value of all invoices issued during a specific period, represented by a trend line chart. It includes both recurring and non-recurring invoices but excludes taxes. A point-in-time KPI is also available, indicating the total value of invoices for the current period and comparing it with previous periods to show variance and percentage change.
How it's measured
Total Billing = Total value of Invoices generated during the period.
Reading
An upward trend indicates growth in committed revenue.
Interpretation
Total Billing serves as a key indicator of your net revenue. If Total Billing is significantly higher than Net Billing, it may suggest revenue leakage due to factors like coupons and credit notes, which could impact cash flow. Monitoring this metric helps gauge overall business performance and revenue health.
Example
In a given period:
Total value of invoices segmented by the country.
Explanation of metric
This metric provides a detailed view of the total value of invoices generated, segmented by country, represented by a chart. It includes both recurring and non-recurring invoices but excludes taxes. The chart allows you to view how billing performance varies across different countries.
How it's measured
Total Billing by Country =Total Invoice amount generated during the period segmented by the country.
Reading
An upward trend indicates growth in committed revenue.
Interpretation
Total Billing segmented by country helps assess the business's performance in each region. If Total Billing is higher than Net Billing, it may indicate revenue leakage due to factors like coupons or credit notes, which could impact cash flow. Increasing total Billing for a particular country signifies improved business performance in that region.
Example
In a given period:
The total invoiced amount is segmented by non-recurring add-on charges.
Explanation of metric
This metric shows the revenue generated from non-recurring addons during a specific period. A table displays the invoiced amounts for each non-recurring addon, providing insight into the performance of these addons.
How it's measured
Total Billing by Charges (Non-recurring Addon) = Total discounted invoice amount generated by each non-recurring addon
Reading
A downward trend suggests a decrease a decrease in the billing amount, warranting further analysis.
Interpretation
The revenue from non-recurring addons helps evaluate the effectiveness and popularity of these addons. A decrease in this metric might indicate issues with the addons' value proposition, market fit, or pricing. Analyzing this data helps optimize add-on offerings and improve revenue from these add-ons.
Example
In a given period:
Total value of invoices segmented by Plan.
Explanation of metric
This metric represents the total invoiced amount generated during a specific period, segmented by the plans offered. A chart visualizes the contribution of each Plan to the total billing, showing how much revenue each Plan generates.
How it's measured
Total Billing by Plan = Total Invoice amount generated during the period segmented by plan.
Reading
An upward trend indicates growth in committed revenue.
Interpretation
Total Billing by Plan provides insights into which plans generate the most revenue. If Total Billing exceeds Net Billing, this may indicate higher revenue leakage due to coupons and credit notes, which could impact cash flow. This metric helps identify high-performing plans and informs strategies to enhance the value proposition of lower-revenue plans.
Example
In a given period:
The total invoiced amount segmented by addons, including both recurring and non-recurring addons.
Explanation of metric
This metric summarizes the total revenue generated from all addons (recurring and non-recurring) during a specific period. It provides a detailed breakdown of revenue contribution by each addon, offering insights into how they collectively impact overall billing.
How it's measured
Total Billing by Addon = Total invoice amount per addon (recurring + non-recurring) during a period.
Reading
An upward trend indicates overall growth in addon contribution to your billing, reflecting increased adoption or usage of both recurring and non-recurring addons.
Interpretation
Use this report to analyze & view your best performing addons. Understanding the combined revenue from all addons helps evaluate their performance and assess their contribution to your business's overall revenue. Growth in billing from specific addons suggests their value to customers and can inform decisions about addon offerings and pricing strategies.
Example
In a given period:
Total invoiced amount segmented by Recurring Addon.
Explanation of metric
This metric summarizes total revenue generated from recurring addons during a specific period. A table displays the revenue contribution of each recurring addon, offering a clear view of how much each addon contributes to the overall billing.
How it's measured
Total Billing by Addon (Recurring Addon) = Total invoice amount per recurring addon during a period.
Reading
An upward trend indicates growth in committed revenue.
Interpretation
Understanding the revenue from recurring addons helps assess their performance and overall contribution to revenue. An increase in billing from specific addons suggests they are valuable to customers and contribute positively to revenue.
Example
In a given period:
Total value of first-time invoices.
Explanation of metric
A trend line illustrates the total value of first-time invoices generated from subscriptions during a specific period. A point-in-time KPI is also available, indicating the total value of first-time invoices generated in the current period. This KPI also displays the variance from the previous period and highlights changes in the total value of first-time invoices between both periods.
How it's measured
Total New Billing = Total value of first invoices.
Reading
An upward trend indicates increased revenue generation, signaling positive business performance.
Interpretation
Total New Billing reflects how effective your acquisition strategy is for generating revenue. This metric represents the actual revenue generated from new subscriptions in a given period. It's important to compare this metric with New MRR (Monthly Recurring Revenue). If there are one-time charges included, Total New Billing will exceed New MRR. Conversely, if a one-time discount is applied, Total New Billing will be lower than New MRR.
Example
In a period, if the following first-time invoices are raised,
Total value of first-time invoices segmented by country.
Explanation of metric
A chart represents the total value of first-time invoices generated from subscriptions during a specific period, segmented by country. This metric provides insights into the geographic distribution of new revenue generation.
How it's measured
Total New Billing by Country= Total value of the first invoice generated for each subscription per country.
Reading
An upward trend in the Total New Billing by Country metric indicates that the business is successfully acquiring new customers or subscriptions in specific countries, leading to increased revenue from first-time invoices.
Interpretation
New Revenue directly indicates the effectiveness of your acquisition strategy within each country. Comparing this metric with Total New MRR by Country by country helps gauge your business presence and performance in each geographic region.
Example
In a given period for Country A, if the following first-time invoices are raised,
Invoice 1 = $400
Invoice 2 = $800
Total New Billing for Country A = $400+ $800 = $1200
In a given period for Country B, if the following first-time invoices are raised,
Invoice 1 = $650
Invoice 2 = $300
Total New Billing for Country B = $650+ $300 = $950
Total value of first-time invoices segmented by Plan.
Explanation of metric
A chart represents the total value of first-time invoices generated from subscriptions, segmented by the plan during a specific period.
How it's measured
Total New Billing by Plan = Total value of the first invoice generated for each subscription per plan
Includes both recurring and non-recurring invoices.
Reading
An upward trend Indicates a positive performance in acquiring new customers or subscriptions across different plans, contributing to increased revenue from first-time invoices.
Interpretation
New Revenue by Plan provides insight into how well your business's acquisition strategies are performing across different subscription plans. This metric, when analyzed alongside Total New MRR by Plan, can help gauge your presence and effectiveness within each plan offering.
Example
In a given period for Plan A, if the following first-time invoices are raised,
Invoice 1 = $400
Invoice 2 = $800
Total New Billing for Plan A = $400+ $800 = $1200
In a given period for Plan B, if the following first-time invoices are raised,
Invoice 1 = $650
Invoice 2 = $300
Total New Billing for Plan B = $650+ $300 = $950
The total value of first-time invoices segmented by Sales Agent.
Explanation of metric
A chart represents the total value of first-time invoices generated from subscriptions during a specific period, segmented by each Sales Agent.
This metric is available with RevenueStory (RS) premium only. To use this metric effectively, you need to configure a custom field at the Customer resource level in Chargebee and map it to the Sales Agent field in RevenueStory. Configure and select meaningful for your business. Contact your Customer Success Manager or contact support for assistance.
How it's measured
Total New Billing by Sales Agent = Total value of the first invoice generated for each subscription per Sales Agent.
Includes both recurring and non-recurring invoices.
Reading
Indicates that Sales Agents are effectively acquiring new subscriptions, contributing to increased revenue from first-time invoices.
Interpretation
New Revenue by Sales Agent highlights the effectiveness of your acquisition strategy and the performance of individual Sales Agents. This metric, when analyzed alongside Total New MRR by Sales Agent, provides insights into your sales team's overall performance and effectiveness in securing new business.
Example
In a given period for Sales agent A, if the following first-time invoices are raised,
Invoice 1 = $400
Invoice 2 = $800
Total New Billing for Sales agent A = $400+ $800 = $1200
In a given period for Sales agent B, if the following first-time invoices are raised,
Invoice 1 = $650
Invoice 2 = $300
Total New Billing for Sales agent B = $650+ $300 = $950
Total taxable amount calculated from the sales.
Explanation of metric
A table represents the total taxable amount calculated from sales for a specific period.
How it's measured
Tax Summary = Total taxable amount for a particular period.
Reading
An upward trend Indicates an increase in the taxable amount, which could signal higher sales or changes in taxable components.
Interpretation
The Tax Summary report provides a comprehensive view of the taxable earnings, ensuring clarity in financial assessments. This metric aggregates the total revenue subject to tax, including income from various addons, applicable discounts, and additional charges based on usage. Offering a precise taxable amount facilitates accurate tax evaluations and financial planning.
Example
If the total taxable amount is $50,000 for a given period, the Tax Summary reflects this figure as the total taxable revenue.
Total taxable amount calculated from the sales, segmented by Jurisdiction Name.
Explanation of metric
A table represents the total value of taxes paid or collected during a period, segmented by Jurisdiction Name.
How it's measured
Tax Summary by Jurisdiction Name = Total tax during the period, segmented by jurisdiction name.
Reading
An upward trend indicates an increase in the taxable amount within specific jurisdictions, which could suggest growing sales or increased tax rates in those areas.
Interpretation
This report allows you to precisely identify tax liabilities associated with each specific jurisdiction, facilitating enhanced tax planning and compliance. It provides clarity on where the most significant tax liabilities lie, enabling you to make informed strategic decisions based on regional tax implications.
Example
For instance, your business operating in multiple cities could see that its tax liability in New York is $7,000, in Los Angeles is $5,000, and in Chicago is $3,000. This granularity in the report helps you navigate and strategize according to the specific tax landscapes of each jurisdiction.
Total taxable amount calculated from the sales, segmented by jurisdiction type.
Explanation of metric
A table represents the total value of taxes paid or collected during a period, segmented by jurisdiction type.
How it's measured
Tax Summary by Jurisdiction Type = Total tax during the period, segmented by jurisdiction type.
Reading
An upward trend indicates an increase in the taxable amount within certain jurisdiction types, which could reflect changes in sales distribution or variations in tax regulations.
Interpretation
Analyzing this metric provides insights into your tax liabilities across different jurisdiction types, facilitating a nuanced understanding of overall tax obligations. It aids in ensuring tax compliance, strategic financial planning, and optimizing operations based on tax implications in various jurisdiction types.
Example
For example, your business might have a total tax liability of $10,000 in State X, $15,000 in State Y, and $5,000 in State Z. This segmentation enables you to assess and strategize operations based on the tax liabilities associated with each jurisdiction type.
Total value of invoices generated during a specific period after excluding the value of associated credit notes issued.
Explanation of metric
A trend line depicts the value of invoices during the period after deducting the value of credit notes issued. A point-in-time KPI is also available for this metric, representing the Net Billing during the current period, including variance for previous periods and percentage variance in overdue amounts upon excluding credit notes.
How it's measured
Net Billing = (Total Invoice Amount) - (Total Credit Notes)
Reading
An upward trend indicates an increase in Net Billing, reflecting improved revenue performance after adjusting for credit notes.
Interpretation
Net Billing is a key indicator of your Net Revenue. A significant difference between Net Billing and Total Billing may suggest potential revenue leakage due to discounts, credit notes, or coupon misuse.
Example
In a given period:
Total value of invoices generated during a specific period after excluding the value of associated credit notes issued, segmented by Sales Agent.
Explanation of metric
A chart represents the value of invoices during the period after deducting the value of credit notes, segmented by Sales Agent. This metric is available with RS premium only. To use this metric effectively, configure a custom field at the Customer resource level in Chargebee and map it to the Sales Agent field in RevenueStory. For configuration assistance, contact your Customer Success Manager or contact support .
How it's measured
Net Billing by Sales Agent = (Total Invoice Amount) - (Total Credit Notes)
Reading
An upward trend indicates an increase in Net Billing by Sales Agents, reflecting improved revenue performance by each Sales Agent after adjusting for credit notes.
Interpretation
Net Billing by Sales Agent provides insight into the Net Revenue generated by each Sales Agent. A significant difference between Net Billing and Total Billing for a Sales Agent may indicate potential revenue leakage through discounts, credit notes, or coupon misuse.
Example
In a given period, for a particular Sales Agent:
Total invoiced amount segmented by non-recurring components including ad hoc charges, plan setup fees, and non-recurring addon charges.
Explanation of metric
A trend line chart depicts the total non-recurring revenue invoiced during a specific period. A point-in-time KPI is also available, representing the total non-recurring revenue invoiced in the current period, including variance from the previous period and percentage change across both periods.
How it's measured
Total Non-Recurring Billing =Total value of non-recurring charges invoiced during the period.
Reading
An upward trend indicates an increase in Total Non-Recurring Billing, reflecting a higher amount of revenue from non-recurring charges.
Interpretation
Non-recurring billing represents one-time or event-based charges not tied to recurring subscriptions. This includes immediate purchases like setup fees, ad hoc charges, or non-recurring addon charges. A higher Total Non-Recurring Billing suggests increased revenue from these one-time or special charges, which can indicate successful implementation of new services or products.
Example
In a given period:
This metric gives the total tax on invoiced amount.
Explanation of metric
A trend line chart represents the total value of taxes applicable to invoices during a specific period. A point-in-time KPI is also available, showing the total tax amount for invoices in the current period, with variance compared to previous periods and the percentage change across both periods.
How it's measured
Total Taxes = Tax amount from Invoices generated during the period.
Reading
A downward trend indicates a decrease in Total Taxes, reflecting a lower tax burden on invoices.
Interpretation
The total amount of taxes represents the aggregate of all taxes and contributions owed, calculated after accounting for any allowable deductions and exemptions. A decrease in Total Taxes may suggest reduced tax liabilities or changes in the invoicing structure affecting tax calculations.
Example
In a given period the total tax amount on Invoices = $8,000
Total tax amount on invoiced amounts, segmented by Jurisdiction.
Explanation of metric
A chart represents the total value of taxes applicable during a specific period, segmented by jurisdiction type and name. This provides a detailed breakdown of tax amounts according to different jurisdictions.
How it's measured
Total Taxes by Jurisdiction = Total tax amount during the period, segmented by jurisdiction type and name.
Reading
An upward trend Indicates an increase in tax amounts across different jurisdictions, reflecting higher taxable sales or changes in tax rates within specific regions.
Interpretation
This metric provides a comprehensive view of tax liabilities across various jurisdictions, segmented by type and name. It helps understand the impact of regional tax obligations on the overall financial return. An increase in this metric could indicate higher sales in specific regions or adjustments in local tax regulations.
Example
In a given period:
Total tax amount on invoiced amounts, segmented by Tax Name.
Explanation of metric
A chart represents the total value of taxes paid or collected during a specific period, segmented by Tax Name. This segmentation provides clarity on the distribution of tax liabilities across various tax categories.
How it's measured
Total Taxes by Tax Name = Total tax amount collected during the period, segmented by each Tax Name.
Reading
An upward trend indicates an increase in the total tax amount collected across different tax categories, reflecting higher taxable sales or adjustments in tax rates for specific taxes.
Interpretation
This report provides a detailed breakdown of the total tax amounts collected during a specific period, segmented by each tax name. It helps in understanding which taxes contribute the most to the overall tax collections, aiding in financial planning, auditing, and ensuring compliance with regional tax regulations. By analyzing this metric, you can ensure that the correct amounts are remitted to the respective tax authorities and identify trends or areas that may require attention.
Example
In a given period:
Total tax amount on invoiced amounts, segmented by Tax Rate.
Explanation of metric
A chart represents the total value of taxes paid or collected during a specific period, segmented by Tax Rate. This segmentation allows you to analyze how different tax rates contribute to the overall tax liability.
How it's measured
Total Taxes by Tax Rate = Total tax amount collected during the period, segmented by each applicable tax rate.
Reading
Indicates an increase in the total tax amount collected at various tax rates, reflecting either higher taxable sales or changes in applicable tax rates.
Interpretation
This report provides a breakdown of the total tax amounts collected during a specific period, segmented by each tax rate. It helps you understand which tax rates contribute the most to the overall tax collections, aiding in financial planning, auditing, and ensuring compliance with regional tax regulations. By analyzing this metric, you can identify trends, such as changes in the tax base or adjustments in tax rates, and make informed decisions regarding tax strategies and obligations.
Example
In a given period:
Total value of credit notes issued during a specific period.
Explanation of metric
A trend line chart depicts the total value of credit notes generated over a specific period. This metric tracks the amount of money owed to customers in the form of credit notes, reflecting potential refunds, adjustments, or other credits applied to customer accounts.
How it's measured
Total Credit Notes Amount = Total value of credit notes generated during the period.
Reading
Indicates an increase in the issuance of credit notes, which could suggest higher customer refunds, adjustments, or returns.
Interpretation
This metric directly impacts Net Revenue, as credit notes represent amounts that reduce the total revenue. Monitoring the Total Credit Notes Amount helps in understanding revenue leakage and managing customer credits effectively. An upward trend may indicate increased customer dissatisfaction, returns, or errors requiring adjustments, which could signal areas for improvement in product, service, or billing processes.
Example
In a given period:
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This metric measures the total amount expected from upcoming subscription renewals.
Explanation of metric
A table displays the total renewal amount expected from upcoming subscription renewals. Use this metric to gain insights into future revenue by analyzing invoices due for renewal.
How it's measured
Total Upcoming Renewal Amount = Total of next billing amounts.
The next billing date of subscriptions is considered to calculate the total upcoming renewal amount.
Reading
An upward trend indicates that the expected revenue from renewals is increasing.
Interpretation
Use this metric to forecast future revenue and manage cash flow. Analyze the expected renewal amounts to identify trends and anticipate financial health. Understand the reliability of future income and identify potential risks or areas for improvement. Utilize this understanding for strategic planning and decision-making.
Example
If the total of the next billing amounts for all upcoming renewals is $50,000, then the Total Upcoming Renewal Amount = $50,000.
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