The Revenue Bridge page provides a helpful overview of how the pipeline for the business has changed through time. It allows users to compare the pipeline between two different months and see how the MRR has changed.
How it works
Chart colours - each colour represents a different type of MRR movement to the pipeline. Movements being churn, downsell, upsell, and new.
Dates compared - using the period selector drop down at the upper right side of the page, users can select a time range to compare the MRR movement between two different months.
Filters - using the filters at the upper left side of the page, the MRR movement of specific categories of clients can be analyzed. The filters are based on fields synced into QuarterOne. The filter settings affect the graph, values and the exportable data of the page.
Weighted Values - Converts the values in the graph and score cards using the weighted forecasted monthly values rather than full.
Export - Using the Export button at the upper right side of the page, a CSV can be downloaded with the following data: account/client name, movement type, difference between, date 2 and 1, date 1 value, date 2 value.
Graph and score cards
The score cards at the top and graph below are calculated as follows:
Date 1 - Total forecasted amount for the first month of the period selected.
Date 2 - Total forecasted amount for the last month of the period selected.
Churn - Lost MRR from a client. Movement when there is a value for a client on the first date, but not on the second.
Downsell - Decreased MRR from a client. Movement when there is a value for a client on the first date, but less value on the second.
Upsell - Increased MRR for a client. Movement when there is a value for a client on the first date, but more value on the second.
New - Newly acquired MRR for a client. Movement when there is no value for a client on the first date, but has on the second.
KPIs
The values on the right side of the graph are calculated as follows:
GRR (Gross Revenue Retention) - the percentage of revenue retained after churn (max 100%)
NRR (Net Revenue Retention) - the percentage of revenue retained after churn and downsell but adding upsell (>100%: net increase; <100%: net decrease)
Growth - the total percentage change in revenue. This takes into account churn, upsell and downsell from existing customers as well as new customers (>0%: net increase, <0%: net decrease)