Forum Discussion
Monthly Recurring Revenue Model-Upsell/Downsell Question
Logic for Calculations
Total MRR- This would be starting MRR for each month
Added MRR- New customer MRR. Logis is that status is 1 & start date= Current month
Non-Start Adds- Customer Status = 0
Ramp- Change in value (Current Month -Prior Month) for customers who have started in the last two months
Churn- Customers who no longer have MRR. End date= Prior Month
Logic for Calculations
Total MRR- This would be starting MRR for each month
Added MRR- New customer MRR. Logis is that status is 1 & start date= Current month
Non-Start Adds- Customer Status = 0
Ramp- Change in value (Current Month -Prior Month) for customers who have started in the last two months
Churn- Customers who no longer have MRR. End date= Prior Month
Super Userdownsouth22 , based on what I got
I think you should be able to add the variance logic in the measure I created lost, new customer, add an additional condition in retain have value -
refer Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://youtu.be/EyL7KMw877Q
Switch( True(),
Isblank([Previous Months MRR]) && not(isblank([Total MRR])) , "New",
not(Isblank([Previous Months MRR])) && (isblank([Total MRR])) , "Lost",
IF([Variance]>0, "Upsell", "Downsell")
)
Have the bucket on 4 values and you can join and create new measures to coun, as shown in video