Scope

How to display revenue in Chargebee Retention reports?

Summary

To display revenue along with customer totals in your Chargebee Retention dashboard and reports, you can map a number of field values into the revenue configuration on your Settings page. So long as that field is consistently passed via the Chargebee Retention.JS or one of our Enrichment integrations, your reports will display Revenue values. Navigate to Settings > Setup > Revenue in Reports.

Solution

For customers who are integrated with Chargebee Billing, Stripe or Recurly, we have the ability to pull Revenue back via our attribution integration and display the actual values that are on the subscription record. We have two options, in this case, display the Chargebee Retention MRR or the Full Subscription Value. If you are not integrated with Chargebee Billing, Stripe, or Recurly, you can provide a numeric field that we will use to populate the Revenue values. To get started, navigate to Settings > Setup > Revenue in Reports.

You will see the option to choose a custom field or billing as the source. If you choose the custom field you will get a dropdown with all the number of field values you have mapped in Chargebee Retention Field Mappings. 

Once you have saved, we will queue up an update to your in-app reports that will refresh once the Revenue field is ready to be displayed. 

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