This document provides an overview of more efficient finance reporting capabilities in Zuora. It discusses three key reports: 1) Churn Rate, which measures the percentage of subscribers leaving each month, 2) Net Retention Rate, which indicates revenue growth from existing customers, and 3) Invoice Totals by Transactions and Home Currency, which sums invoice amounts in transaction and home currencies. It reviews the data sources and calculations for each report and demonstrates how to create the reports in the Zuora user interface. The presentation aims to help users identify important metrics to understand the health of their business and see new "Insights" capabilities for subscription analytics and dashboards.

2. More Efficient Finance
ReportingMeasure the health and performance of your business

3. welcome
message
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03
Director - Product Manager
Christopher Bruner
Co-Presenter
Principal Solution
Architect
David Hoang
Lead Presenter

4. presentation
agenda
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04
Intro
4:00
Intro and
Agenda Review
Product Direction
4:05
Overview of product
direction
Key Reports
4:15
Overview, Data Model
Review, Demo
Q&A
4:40
4:45

5. objectives
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05
Identify key reports and metrics to understand the health of your
business
Overview of Product Direction
Review key reports related to finance operations
Review of Zuora data model

6. product
direction
Overview of product direction

7. Last year, we released a new reporting engine to all
customers
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07
Simpler and easier report creation
Faster, search-based, drag-and-drop
Intelligent feedback
New reporting capabilities
Access to all data sources
More advanced options for grouping,
summarizing, and filtering data
Expanded reporting library
>50 standard reports out-of-the-box
Bookings, billings, cash, and revenue
Efficient report management
Report scheduling and email
distribution
Enhanced sharing and permissions

8. However, we knew that there were several areas in which
you still had important needs
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• Easier reporting on changes in MRR and ACV from new
subscriptions, upsell, downsell, and churn
• Consolidated reporting on AR activity, including net billing,
net payments, and AR rollforward
• Overall reporting on net recurring revenue retention, ARPA,
and subscriber churn rate

9. Since then, we have been building a new set of capabilities
to address those in a unique and comprehensive way
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Subscriber lifecycle events,
financial transactions
Metrics engine
Booking Metrics
Consolidated AR
Metrics
Businesswide Net
Retention, Churn, and
ARPA Metrics
Dashboard
…

10. Introducing our new Insights capabilities
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010
Insights Analysis Subscription Dashboard

11. Our path from here
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• New capabilities in limited availability with select customers
• If, after this session, you are interested, reach out to
chris.bruner@zuora.com or drop by the Learner’s Lounge

12. key reports
Overview
Data model review
Demo

13. key reports
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Net Retention Rate
Churn Rate
Invoice Totals by Transactions and Home Currency

14. overall
data
model
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15. Report 1: Churn Rate
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015
Churn rate is a measure of how many
subscribers are leaving each month. With
high the churn rates, your business must
compensate by increasing customer
acquisitions.
Why is this
important? Monthly Rollup Metrics
Data Sources
Each version of a Zuora subscription has a
status that indicates if the subscription is active
or cancelled. We can compare the number of
cancelled subscriptions to the number of active
subscriptions to determine the churn rate.
What does it Measure?

16. churn rate
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This is an LA feature. If you
would like to join the LA
program, see info at the end of
this presentation
Key Field: Subscription Status
First, determine the number of
churned subscriptions in the
period
Next, determine the number of
active subscriptions in the period
In this data source, active
subscriptions do not include
subscriptions that are out of term
or lapsed.
Churn Rate = Churn Subscriber
Count / Previous Active
Subscriber Count

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Watch the
Demo!
Let’s take a look at
how to create a
Churn Rate report!

18. Report 2: Net Retention Rate
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This metric indicates your company’s ability to
grow revenue from the existing customer base.
It is inclusive of churn and upsells into your
existing customer base.
Why is this
important? Monthly Rollup Metrics
Data Sources
It is a metric that allows you to
understand how your company is
growing from existing customers.
What does it
Measure?

19. page
019
3 years of MRR
growth
98% net retention
3 years of MRR
growth
102% net retention
why is net retention rate important: 98% vs 102%

20. net retention rate
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020
This is an LA feature. If you
would like to join the LA
program, see info at the end of
this presentation
Key Field: MRR
First, we calculate Current MRR
in the Home Currency
Next, we calculate Year Ago
MRR in the Home Currency
Net Retention Rate = Current
MRR in Home Currency / Year
Ago MRR in the Home Currency

21. page
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Watch the
Demo!
Let’s take a look at
how to create a Net
Retention Rate
report!

22. Report 3: Invoice Totals By Transactions and Home
Currency
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We now have an easy way to
report total transaction amounts
in your home currency using the
Zuora reporting UI.
Why is this important?
Transaction
Data Sources
This report sums invoice amounts by
transaction and home currencies for
month over month trending.
What does it
Measure?

23. Objects included in Transaction data source
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This is an LA feature. If
you would like to join
the LA program, see
info at the end of this
presentation
Key Field: Amount
(Home Currency)

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Report 3: Invoice Totals by Transaction and Home
Currency – How does Zuora determine the FX Rate?

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Watch the
Demo!
Let’s take a look at
how to create a
Invoice Totals by
Transactions and
Home Currency
report!

26. want to join the LA program?
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Get access to Currency Conversion and the Calculated Metrics Data Source
Email chris.bruner@zuora.com . Include your production and API sandbox tenant
IDs.

27. Q&A
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027

28. thank you.