Portfolio Summary Report

The Portfolio Summary report provides an overview of your customer revenue and insight into customer segments.

In the top right, you can filter the user and reporting period.

This article covers the following sections:

• At A Glance
• Subscriptions MRR
• Portfolio Growth
• Portfolio Segmentation
• Top 25 Most Valuable Accounts & Newest Accounts

At A Glance 

This panel gives you an overview of your overall MRR data. It includes your total number of accounts, Total MRR, Net New MRR, Churned MRR, and MRR Churn Rate.

Subscriptions MRR

You can view the MRR for the different types of subscriptions that your accounts fall under in this panel. It includes New, Renewed, Expanded, Reduced, Expired and Cancelled subscriptions.

Portfolio Growth

This graph tracks the MRR count of your accounts, depending on the reporting period. You can also have it track the total number of accounts.

Portfolio Segmentation

With Portfolio Segmentation, you can view your accounts in different categories that represented as pie charts. They are categorized by Health, Priority, Region, Risk, Stage, Status, Tier, Type, and Tags. 

Top 25 Most Valuable Accounts & Newest Accounts

These two panels are tables that show your top most valuable accounts with their respective MRR, and your newest accounts with their respective join dates.

This is important for maintaining your highest-grossing accounts as well as implementing your brand-new customers.