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Use Configure Report at the top of the Customers tab to select which account codes to include in any Customer...
July 14th, 2025 3 views 0 likes
The MRR View is found on the Customers tab (top bar). The MRR View reflects a full month of revenue,...
July 14th, 2025 2 views 0 likes
ScaleXP can be used both to automate and review your deferred revenue recognition as well as your business KPIs...
July 14th, 2025 1 views 0 likes
To link the data from the Customers tab to Reports, Dashboards and Presentations, on the Customers page, select the report...
July 14th, 2025 views 0 likes
Change the definition used for reporting Upsold and Downgraded customers and revenue to exclude changes below a specified amount, either...
It is easy to change what a metric is called. Go to 'Settings', 'Metric Library' and click on the edit button...
View and adjust the automated definitions for MRR, ARR, CAC, CAC Payback, Cash Burn, Cash Runway, Churn Rates, Retention...