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Saved sets of subsidiaries to report on together. Elimination subsidiaries can't be members.
No reporting groups yet.
Delay churn until month end
Ignore $0 Invoices for Recurring Revenue
Churn smoothing
Spread a churned customer's revenue drop over the final month instead of a single day.
The standard categories are New Sales, Existing, Expansion, Contraction and Churn. For additional customization, enable the custom category below.
Enable custom category
Controls how the Cash Balance metric treats credit card balances.
Exclude credit card balances from Cash Balance
Which spend counts as customer acquisition cost.
Management P&L: group expense accounts into your own categories.
Operating Expenses categories
Cost of Revenue categories
Adjustment-only books report the Primary book plus their own adjustments. Up to 4.
| Name | Mode |
|---|---|
| Primary | Primary |
| Audit Adjustments | Adjustment-only |