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Calculating Adjusted MRR

  • Objective: Adjust the Monthly Recurring Revenue (MRR) based on a given discount percentage.
  • Formula: MRR * (1 - discount_percentage)
  • Example: If a subscription with an MRR of $1200 has a 10% discount, the formula 1200 * (1 - 0.10) calculates the adjusted MRR as $1080.

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Segmenting Customers by Subscription Date

  • Objective: Categorize customers based on how long they have been subscribed.
  • Formula: if(diff_days(today(), activated_at) > 365, "Long-term", "New")
  • Example: This will label customers who have been active for more than a year as “Long-term” and others as “New”.

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Finding Overdue Invoices

  • Objective: Identify invoices that are past the due date.
  • Formula: if(diff_days(due_date, today()) > 0, "Overdue", "On Time")
  • Example: If due_date is 2023-06-01 and today is 2024-02-20, diff_days(2023-06-01, today()) would label the invoice as “Overdue”.

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Calculating Subscription Age

  • Formula: diff_days(today(), activated_at)
  • Description: Calculate the number of days since a subscription was activated.
  • Usage: To find out how long a customer has been active, use the activated_at column which contains the activation date of each subscription.
  • Example: diff_days(today(), A2) where A2 contains the activated_at date for a subscription.

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Categorizing Subscriptions Based on MRR

  • Formula: if(MRR >= 1000, "Enterprise", "SMB")
  • Description: Categorize subscriptions into “Enterprise” or “SMB” based on MRR.
  • Usage: To segment your customers based on their MRR, you can set a threshold that defines “Enterprise” level MRR.
  • Example: if(B2 >= 1000, "Enterprise", "SMB") where B2 contains the MRR for a subscription.