This article explains every look in the ARR Insights-dashboard. To get a full understanding of these statistics, you need to understand key terms, such as "churn", "expansion" etc. and how this data is saved based on your Subscriptions in Upsales. You can learn about that here.
1, These are the dashboard filters. If desired, you can select one or several account managers, or one or several roles. These filters apply to all looks in the dashboard. They make sure that only data from companies where the selected persons/roles are marked as account managers are displayed. If nothing is selected, all companies will be taken into account.
2, This is the most detailed look in the dashboard. It shows every ARR change that has occurred in the current year, sorted per month. The values in the column "ARR changes" can be clicked to view more details, such as account manager and date.
3, This look takes all the data from look #2 and groups it per month. For each month, we get the net value of all the arr changes that month. For example; If we have one contraction worth -10 000 SEK and one Expansion worth 20 000 SEK in January, this look will show 10 000 SEK as the net value for January. The values in the "ARR Changes" column can be drilled into to display all changes that month in more detail.
4, This look is a visual representation of the data from look #3. As you can see, the net value shown for every month is the same as in Look #3, however, here you can get an idea of what that net value is comprised of. Each type of change has its own color (as you can see below the graph). The negative changes are shown below the X-axis as negative values, and the positive changes are shown above the X-axis. By hovering over the columns or clicking them you get more detailed info.
5, This look shows the total ARR of all companies that match your filters. Click on the number to see the ARR broken down per company.
6, This look shows the total number of companies that match your filter and has a subscription. Click on the number to see the complete list.
7, This look shows how many companies that have started their first subscription this year. Click on the number to see the complete list.
8, This look shows how many companies that have churned this year. Click on the number to see the complete list.
9, This look shows the total ARR net change this year. It takes into account all ARR changes that have occurred during the year. As you can see, it has the same value as the totals in look #2 and #3. Click the number to see a detailed list of all changes during the year.
10, This look shows the total net ARR change this year as a percentage value. It is calculated by dividing the total ARR net change this year by the total ARR from the 1st of January this year (which in turn is calculated by taking the current total ARR - Total ARR changes this year). Using the numbers in the example picture it would be calculated as follows;
17 500 000 / (23 700 000 - 17 500 000)
11, This look shows how many % of the total ARR value from the 1st of January this year (again, calculated by taking the current total ARR - Total ARR changes this year) that has been lost this year. It takes into account all churns and contractions this year and divides it by (current total ARR - Total ARR changes this year).