04-11-2016 06:17 AM
Hi. We have a customer base where it's common for a single subscription to include both our base rate plan where this is a monthly fee as well as a discounted rate plan where there is a discount. I'm trying to pull down an report that shows me all active subscriptions and what the total MRR is for each sub but I'm having a hard time figuring out how to build this so that includes the fee associated with the one rate plan and also the discount if there is such a rate plan also tied to the subscription.
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04-12-2016 10:10 AM - last edited on 06-22-2017 11:25 AM by Lana
The MRR reported by the RatePlanCharge data source is the undiscounted MRR regardless of discounts that apply.
There are now two reports available that will report MRR including most discounts (the main exception are account level discounts which aren't included). These are the MRR (Contracted) Reports and the MRR Trend report. This probably aren't enable for your tenant but can be if you file a support ticket asking they be turned on. Details on the report (it's a canned report, not a data source) are in the KC so you check them out first:
To get an accurate picture of MRR, remember, ignoring discounts, you need to filter on more than just the Subscription Status. You also need to filter on the RatePlanCharge EffectiveStartDate and EffectiveEndDate. You want 'today' or the date you want to know what your MRR totals are to be on or after the EffectiveStartDate and before the EffectiveEndDate. If you have a subscription where you removed a rate plan, those charges still exist in your 'active' subscription, but they have an EffectiveEndDate of the removal date, hence the need to filter else you may over state MRR. Also note that if you use Evergreen subscriptions the EffectiveEndDate on most charges (unless they've been removed) will be empty as by definition evergreen subscriptions don't end. If it's a termed subscription the farthest our the end date can be is the next renewal date.
There are other corner cases you might need to consider, if you cancel a lot of subscriptions early, that is record today a subscription that takes effect in the future, say month end, then the subscription will have a status of Cancelled, today, even though the charges and the associated MRR are still in effect! But the subscription status, effective start and end date filters are the basic ones you need to capture MRR.
With the upcoming reworking of the reporting infrastructure in Zuora 'net MRR' that is MRR inclusive of discounts should become available in the regular data sources, so working with all this will be much simpler.
06-08-2016 10:55 PM
Within the Rate Plan Charge Tier data source, you can find the Discount Percentage and Discount Amount fields for discount charges. There are a few things you'd want to be conscious of:
* When are the discounts active? Do the discount charges start and end at the same time as the charges that they are applied to?
* What's the level of each discount charge (e.g., is it applied to all charges in the rate plan? in the subscription? etc)
* What type of charges is the discount applied to (onetime, recurring, usage)?
* If it's a fixed amount discount, how will you spread it out amongst the charges that it applies to?
If you have a simple case (e.g., percent discount that coterms with the other charges on the subscription), then this is easier than it is in some of the more advanced cases.
10-11-2017 03:25 PM
In case you run into this thread, there's now a data source available that allows you to get the discount MRR in a separate report which you can then use to calculate the total MRR.
This Community Post talks about how to do that: How to Get the MRR with Discount Applied
Another thing to keep an eye out for the new Order Metrics. Order Metrics will include the ability to get the net MRR value from the TCB (total contracted bookings) object. For those of you who are not ready to move fully to orders, the option to get this metric turned on is still available to you. Please reach out to your Customer Success Manager to find out more information about this. It is currently in Limited Availability and we are working on rolling it out to General Availability in the near future.
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