Revenue Forecasting
Requires Growth tier or above
MRR Trend
Monthly Recurring Revenue over the last 6 months, broken down into:- MRR — Total recurring revenue from active subscriptions
- New MRR — From subscriptions that started in the month
- Churned MRR — Lost from cancelled/expired subscriptions
- Net New — New minus churned
- Active Subs — Count of active subscriptions at month end
MRR is calculated from both NMI recurring subscriptions and detected subscriptions. Amounts are normalized to monthly (weekly × 4.33, quarterly ÷ 3, yearly ÷ 12).
Revenue Projection
3-month revenue forecast using linear regression on the last 6 months of transaction data. Each projection shows:- Projected amount
- Confidence level — Decreases further into the future
- Basis — Growth or declining trend
Cohort Retention
Shows what percentage of customers acquired in each month made another purchase in subsequent months. Based on first transaction date, not account creation date. Read the table as: “Of the 100 customers acquired in January, 45% made a purchase in February (Month 1), 30% in March (Month 2)…” Color coding:- 🟢 50%+ — Excellent retention
- 🟡 25-50% — Average
- 🔴 Under 25% — Needs attention
Customer Health Scores
Every customer gets a health score from 0-100 based on:| Factor | Points | Description |
|---|---|---|
| Payment success rate | 30 | Higher approval rate = healthier |
| Tenure | 20 | Longer relationship = more stable |
| Recent activity | 20 | Active in last 30 days = engaged |
| Transaction frequency | 15 | More frequent payments = more committed |
| Revenue | 15 | Higher spending = more valuable |
- Low (70-100) — Healthy, engaged customer
- Medium (40-69) — Some risk factors, monitor
- High (0-39) — At risk of churning, needs attention