Subscription Billing in SaaS Metric Reporting
Subscription Billing automates and manages customer subscriptions, ensuring accurate SaaS metrics for contract changes, renewals, upsells, downsells, and churn events. This article explains how Subscription Billing transactions are categorized for analytics, the scenarios that drive impact, and how renewals are handled.
How Subscription Terms are Defined
The subscription term is determined by the start and end dates defined on each subscription line.
Source Records
Data is pulled from subscriptions within the system.
Impact Categories for Subscription Billing
Subscription events are automatically categorized, affecting SaaS metrics in the following ways:
|
Impact Level |
Impact Category |
Impact Subcategory |
Scenario or Example |
How It's Triggered / Recognized |
|---|---|---|---|---|
|
Contract |
New |
New Contract |
New subscription line activation |
Modification Type: New or Churn |
|
Customer |
New |
New Customer |
Transaction with earliest start date for a customer |
- |
|
Contract/Customer |
Upsell |
Price Increase |
Price is increased on a subscription |
Pricing Change Order / Scheduled price uplift |
|
Contract |
Upsell |
Quantity Increase |
Quantity is increased |
Pricing Change Order / Scheduled quantity uplift |
|
Customer |
Upsell |
Quantity Increase |
Increase in quantity for same item across customer transactions |
- |
|
Contract |
Upsell |
Add-on |
New line/item is activated |
Activation Change Order / Co-termed subscription lines |
|
Customer |
Upsell |
Add-on |
New item added across customer transactions |
- |
|
Contract/Customer |
Downsell |
Price Decrease |
Price or discount is decreased |
Pricing Change Order / Scheduled price decrease |
|
Contract |
Downsell |
Quantity Decrease |
Quantity is decreased |
Pricing Change Order / Scheduled quantity decrease |
|
Customer |
Downsell |
Quantity Decrease |
Decrease in quantity for item across customer transactions |
- |
|
Contract |
Downsell |
Item Removal |
Subscription line is terminated |
Termination Change Order |
|
Customer |
Downsell |
Item Removal |
Item removal across customer transactions |
- |
|
Contract |
Churn |
Contract Churn |
Subscription is not renewed, or is terminated |
Subscription term ends with no renewal or is terminated |
|
Customer |
Churn |
Customer Churn |
Transaction with latest end date for a customer |
- |
|
Contract/Customer |
No Impact |
Renewal |
Subscription is renewed |
Renewal Change Order or renewal link on subscription. Modification Type: Ignored |
|
Contract/Customer |
Other |
Ignored |
Subscription is suspended |
Suspend Change Order. Modification Type: Ignored |
Time-Based Pricing and Uplift
Scheduled upsell and downsell events (for price or quantity) are automatically categorized as upsells or downsells, depending on the direction of the change.
Manual Control
Users can manually adjust the impact category or subcategory on a subscription change order by changing the modification type, giving flexibility in reporting.
Renewal Handling
-
Automatic Renewal Assignment: Renewals are automatically linked based on the renewal field on the subscription.
-
User Control: The renewal linkage for subscriptions is system-controlled. You can't change it manually.
-
Ignored Scenarios: Subscription suspensions and other ignored modification types are excluded from impact reporting.