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