When you have this toggle turned on (which is the default), you’re assuming that the active transactions you have in Subscript will terminate at the end date of said transaction. Most of our customers elect this to ensure they’re not looking into the future and assuming all of their customers will renew.
When you have this toggle turned, this means that the revenue will continue into future months indefinitely.
✨ New feature as of Mar’25.
If a customer churns in the current month but before today’s date, they are still counted as an optimistic customer (instead of churned). This works out of the box.
In case you want that customer to be counted as churned in optimistic mode, you can set the metadata “Cancel Date” on the latest transaction to effectively mark that customer as churned in current month already.
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If your transactions are being synced from your CRM and you’d like the Cancel Date to be set automatically from a field in there, please contact us in our support channels to have that mapped.
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This can be seen in any transaction view:
That setting is for when the deadline to renew is after the end of the contract, in cases where a customer has a grace period during which they shouldn’t contribute to churn, even though they are technically no longer in contract.
Revenue that is/was “in flux” like that can then be toggled in and out of metrics using the “in flux” button at the top of the page. See In Flux for more information about this toggle.