What happens when there is a plan/quantity change for historical subscriptions? Does RevenueStory capture it as an upgrade?

Modified on: Sat, 26 Jun, 2021 at 11:51 PM

Changing the imported data (impact in RevenueStory)
RevenueStory captures the subscriptions' plan, MRR, and status historically from the imported invoices. Since upgrades/downgrades are critical changes in MRR, they are captured in the MRR historical data. 

Consider the following scenarios: 

Scenario 1: 

There are three overlapping invoice periods for a subscription and let's see how the MRR history is captured in Chargebee: 

  • Invoice 1 spans for the period from Jan 2020 to Dec 2020 with MRR of $50.

  • Invoice 2 spans for the period from Feb 2020 to Jan 2021 with MRR of $60.

  • Invoice 3 spans for the period from Mar 2020 to Feb 2021 with MRR of $70.

MRR history will be captured as follows:

  • Jan 2020 to Feb 2020 - MRR will be $50

  • Feb 2020 to Mar 2020 - MRR will be $60

  • Mar 2020 to Feb 2021 - MRR will be $70


Scenario 2: 

When a prorated invoice or an invoice with prorated line item is encountered, the entire invoice is rejected and the MRR from the next non-prorated invoices or next available invoice with non prorated line item is considered for the MRR calculations. 

  • Invoice 1 spans for the period from Jan 2020 to Dec 2020 with an Invoice Amount of $600 for a $600 annual plan.

  • Invoice 2 is prorated and spans for the period from Feb 2020 to Dec 2020 with an Invoice Amount of $660 for a $720 annual plan.

  • Invoice 3 is prorated and spans for the period from Mar 2020 to Dec 2020 with an Invoice Amount of $700 for an $840 annual plan.

  • Invoice 4 spans for the period from Jan 2021 to Dec 2021 with an Invoice amount of $840 for an $840 plan.

MRR history will be captured as follows:

  • Jan 2020 - MRR will be $50

  • Feb 2020 - MRR will be $70

  • Mar 2020 to Dec 2020 - MRR will be $70

  • Jan 2021 to Dec 2021 - MRR will be $70

M
Monica is the author of this solution article.

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