<aside> 👉 This is meant to take you through all the metrics we have in our Business Snapshot within our Dashboard feature. To learn more about the Business Snapshot, please visit here.
</aside>
There are 16 different metrics in the Revenue section of the Business Snapshot. Not all metrics might apply to your business, but many probably do (in this section).
| Metric | Definition | Unit of Measurement |
|---|---|---|
| Recurring Revenue | Total amount of revenue (in that period) that is recurring. Usually for a subscription fee every month, as an example. | Money |
| Recurring Period Growth | MoM / QoQ / YoY change of recurring revenue. | Percentage |
| Non-Recurring | Total amount of revenue that is not recurring in that period. Usually for a one-time fee such as an implementation fee. | Money |
| Total Period Revenue | Sum of the recurring revenue and non-recurring revenue in that month. | Money |
| Total Period Growth | MoM / QoQ / YoY change of recurring revenue and non-recurring revenue added together. | Percentage |
| Percentage Recurring | The total percentage of your revenue that is recurring. | Percentage |
| Bookings (recurring) | What was sold this month (the close-won date) that is of a recurring revenue type. | Money |
| Bookings - New | What was sold this month (the close-won date) that is of a recurring revenue type for just new business. | Money |
| Gross New Revenue | New Customer Revenue that has a start date in the month (unless Committed toggle is on; then it will consider the close won date). | Money |
| Non-Renewal Upsell | Upsell revenue sold for existing customers that were not up for renewal in the month. | Money |
| Recurring Customers | The number of all customers in that period that have recurring revenue (ie, active contracts). | Number |
| Customers | The number of all customers in that period that have revenue (any type). | Number |
| Customers w/ Open Contracts | The number of customers with recurring revenue plus customers with open contracts. | Number |
| Seats | Number of recurring seats (or however you define units) sold. | Number |
| ARPU (recurring) | Average Recurring Revenue Per Unit. It’s the recurring revenue divided by the number of recurring seats (units). | Money |
| ARPU - New (recurring) | Average Recurring Revenue Per Unit. It’s the new recurring revenue divided by the number of new recurring seats (units). | Money |
There are 33 different metrics in this section of the Business Snapshot. Again, not all of these metrics will apply to your business, but many will.
| Metric | Definition | Unit of Measurement |
|---|---|---|
| LTV | Lifetime Value: The predicted net profit attributed to the entire future relationship with a customer. | Money |
| LTV TTM | Lifetime Value calculated using trailing twelve months (TTM) of data. | |
| Money | ||
| LTV (GM Laden) | LTV including Gross Margin: Lifetime Value multiplied by Gross Margin %. | Money |
| LTV (GM Laden) TTM | Gross Margin adjusted LTV using trailing twelve months (TTM) of data. | Money |
| CAC (recurring) | Customer Acquisition Cost for customers generating recurring revenue. | Money |
| CAC (recurring) TTM | CAC (recurring) calculated based on TTM data. | Money |
| CAC (all customers) | Customer Acquisition Cost for all customers, including both recurring and non-recurring revenue sources. | Money |
| CAC (all customers) TTM | CAC (all customers) calculated using TTM data. | Money |
| CEC (recurring) | Customer Expansion Cost: Cost associated with upselling or expanding recurring revenue in existing customers. | Money |
| CEC (recurring) TTM | CEC for recurring revenue calculated over the trailing twelve months. | Money |
| LTV (GM Laden) / CAC | Measure of ROI on customer acquisition by comparing LTV (GM Laden) to CAC. | Ratio |
| LTV (GM Laden) TTM / CAC TTM | Same as the above calculated using trailing twelve months (TTM) of data. | Ratio |
| New Revenue / Costs | Measure of the cost of acquiring new revenue. | Ratio |
| Gross Customer Retention | Percentage of customers retained over a period, not including any expansion. | Percentage |
| Gross Customer Retention TTM | Gross customer retention measured over the trailing twelve months. | Percentage |
| New Revenue Retention | Percentage of new revenue retained over the given time period. | Percentage |
| New Revenue Retention TTM | New revenue retention using data from the last twelve months. | Percentage |
| Gross Revenue Retention TTM | The percentage of recurring revenue retained from existing customers over TTM, excluding any upsell. | Percentage |