Insights User Guides

This section contains end-user documentation for Younium Insights — the analytics and KPI reporting module. Each guide is written for customers using Insights and covers what a metric means, how it is calculated, how to read it, and how to use it.

Guide Structure

The guides are split into two types:

KPI Reference guides explain individual metrics or metric families — what they measure, how they are calculated, and how to use them for analysis.

Concept guides cover topics that cut across multiple metrics — currency handling, discounts, custom fields, and data timing.

MRR & ARR

MRR (Monthly Recurring Revenue) and ARR (Annual Recurring Revenue) are the two core recurring revenue metrics in Younium Insights. They measure the same thing — the value of your active subscriptions — on different time scales.

💡 ARR = MRR × 12. There is no separate ARR calculation. ARR is your monthly recurring revenue expressed as an annualized number.

What is MRR?

MRR is the total value of all active recurring charges for a given calendar month, normalized to a monthly amount. Younium handles the normalization automatically — whether a charge is billed monthly, quarterly, or annually, Insights converts it to the equivalent monthly value.

MRR vs. ARR at a Glance

What Is — and Is Not — Included

Included:

• All active recurring charges (charge type = Recurring)
• Committed, Auto Renewal, Active Renewal, and Milestone charge types
• All legal entities (filterable)

Not included:

• One-off fees (tracked separately as One Time Fees)
• Usage-based and measured charges
• Invoiced amounts — MRR/ARR reflects contracted charge value, not billing timing

⚠️ MRR is not the same as invoiced revenue. A customer on an annual plan billed upfront will show 1/12 of the annual amount as MRR each month, but the full invoice will appear in the Invoicing dataset.

MRR Sub-types

Total MRR is the sum of all active recurring charge sub-types:

💡 Monitoring Committed MRR vs. Auto Renewal MRR helps you understand how much of your revenue base is at risk of non-renewal in coming months.

Currency Variants

Both MRR and ARR are available in three currency variants. See the Currency Handling in Insights guide for full details.

CARR & CMRR

CARR (Contracted Annual Recurring Revenue) and CMRR (Contracted Monthly Recurring Revenue) are the forward-looking counterparts to ARR and MRR. They are based on bookings — confirmed contracts — rather than active charges.

💡 CARR = CMRR × 12. Just as ARR = MRR × 12, CARR is always the annualized version of CMRR.

CARR & CMRR vs. ARR & MRR

When a new customer signs a contract, CARR increases immediately. MRR only increases once the subscription charges are activated (typically at the contract start date).

What Drives CARR

CARR is derived from bookings in Younium. A booking is recorded when a contract is created or modified. Each booking has a classification:

The sum of CARR changes across all these classifications gives you CARR Change for the month.

CARR Rolling vs. CARR Change

How CARR Leads ARR

Because CARR is based on bookings and ARR is based on active charges, there is typically a gap between the two:

• CARR > ARR = Contracted revenue that has not yet activated (future growth)
• CARR ≈ ARR = Contracted revenue is broadly in line with active charges
• CARR < ARR = Unusual; may indicate charges are active beyond their contracted term

Monitoring the CARR-to-ARR gap is a useful early indicator of upcoming revenue growth or decline.

Currency Variants

CARR and CMRR follow the same three-currency pattern as MRR/ARR. See Currency Handling in Insights for details.

How to View CARR & CMRR in Insights

1. Navigate to Insights and select the Contracted Revenue dataset.
2. CMRR Rolling shows your current contracted revenue base.
3. Use CARR Change to see how contracted revenue moved in the period.
4. Filter by booking classification to see how much CARR came from new customers vs. expansions.
5. Compare CARR to ARR to see the gap between contracted and active revenue.

Common Use Cases

Sales performance tracking

CARR Change driven by "New customer" bookings is a direct measure of new sales in the period. Compare month over month to track sales momentum.

Renewal risk identification

Contraction or Lost Customer bookings reduce CARR before they reduce ARR. Use CARR changes as an early warning of upcoming ARR decline.

Revenue forecasting

A growing CARR relative to ARR means upcoming MRR growth as new contracts activate. The gap represents revenue in the pipeline.

Troubleshooting

Revenue Changes

The Revenue Changes view in Younium Insights shows how your recurring revenue moved during a period, broken down by the type of change. It answers the question: where did my revenue growth come from, and what was lost?

The Revenue Changes Waterfall

Revenue Changes tracks MRR, ARR, CMRR, and CARR changes classified into the following categories:

The net sum of all these movements equals the total change in MRR or CARR for the period.

Bookings-Based vs. Charges-Based Changes

Revenue Changes in Insights can reflect two different data sources:

Both views use the same classification structure (new, expansion, contraction, lost, FX).

Change Classification: Sorted vs. Unsorted

Younium supports two ways to display change classifications:

• Change Classification Sorted (ChangeClassificationSorted) — uses the standard Younium classifications (New customer, Expansion, Contraction, Lost customer). Custom booking classifications are mapped to the closest standard category.
• Change Classification (ChangeClassification) — shows the actual booking classification names, including any custom ones configured in your Younium setup.

💡 Use Change Classification Sorted for board-level waterfall charts. Use Change Classification to see full granularity including custom classifications.

The Ingoing Balance

Revenue Changes can optionally display an ingoing balance — the total MRR/CARR at the start of the period. This anchors the waterfall chart and makes it easier to read the net movement. Toggle this on or off from the Balance filter in Insights.

FX Effect

For multi-currency organizations, exchange rate movements can change the reported value of recurring revenue without any underlying subscription change. The FX Effect line isolates this impact so you can distinguish true business growth from currency fluctuation.

FX rates in Younium use the monthly average rate when rates are imported daily via a scheduled job. Rates are always fetched from the group reporting legal entity.

See Currency Handling in Insights for more detail.

How to Use Revenue Changes in Insights

1. Navigate to Insights and select the Revenue Changes view.
2. Select the time period you want to analyze.
3. Use the drill-down selector to break down changes by:
   • Change Classification Sorted (standard categories)
   • Change Classification (actual/custom categories)
   • Account, country, legal entity, or custom fields
4. Toggle Ingoing Balance on to anchor the waterfall.
5. Compare CMRR changes (contracted) to MRR changes (active) for the same period to see the lead-lag relationship.

Common Use Cases

Monthly revenue waterfall

The classic use case: show where MRR grew and where it declined in the period. Present as a waterfall chart with New, Expansion, Contraction, and Lost columns.

Churn analysis

Filter to Lost customer and Contraction to understand the revenue impact of churn. Identify which accounts drove the most churn and whether it was concentrated in a particular segment.

New business performance

Filter to New customer to track how much new MRR or CARR was added in the period. Compare month over month to track sales momentum.

FX impact assessment

For multi-currency businesses, isolate the FX Effect line to understand how much of your ARR change was driven by exchange rate movements vs. actual subscription changes.

Troubleshooting

Invoicing & Cash Flow

The Invoicing and Cash Flow metrics in Younium Insights track the actual billing and payment activity for your customers — distinct from MRR/ARR, which reflects the contractual subscription value.

⚠️ Invoicing metrics and MRR/ARR will often differ. MRR is based on active charge value; invoicing reflects when and how much you actually billed.

Key Concepts

Invoiced Amount

The total value of invoices that have been sent and settled for a period. In Younium, this covers invoices with an active or settled status.

Invoiced amounts differ from MRR because:

• Billing frequency varies (monthly, quarterly, annual billing)
• Annual contracts create a single large invoice, not 12 monthly ones
• One-off fees appear in invoicing but not in MRR

Cash Flow

Cash Flow tracks expected payment dates (when money is expected to arrive), not invoice creation dates. This gives you a forward-looking view of actual cash receipts.

Recognized Revenue

Recognized Revenue is the portion of invoiced amounts that has been earned in the accounting period. It follows revenue recognition rules and is sourced from Younium's Revenue Schedule Items.

Deferred Revenue

Deferred Revenue is the portion of invoiced amounts that has been received but not yet earned — typically for prepaid annual subscriptions where revenue must be recognized over future periods.

Invoicing Metrics Summary

Currency Variants

All invoicing metrics are available in reporting currency and base currency. See Currency Handling in Insights for details.

Billing Periods and Their Effect on Invoicing

Younium supports multiple billing periods. These affect how invoiced amounts relate to MRR:

This is why customers on annual billing will show low monthly invoiced amounts (or zero) in most months and a large amount in the billing month.

How to View Invoicing in Insights

1. Navigate to Insights and select the Financials dataset.
2. Select the time period you want to analyze.
3. Choose between Invoiced, Cash Flow, and Revenue Recognition metrics from the metric selector.
4. Use the account or legal entity drill-down to see customer-level detail.
5. Toggle between invoice date and due date views to understand timing differences.

Common Use Cases

Cash flow forecasting

Use Cash Flow by cash month to project when payments are expected to arrive. Combine with Invoiced Open (unpaid) to understand outstanding receivables.

Revenue recognition reporting

Use Recognized Revenue and Deferred Revenue for accounting and finance reporting. These are derived from Younium's revenue schedule, which spreads invoiced amounts across accounting periods.

Reconciling MRR vs. billing

Compare Invoiced to MRR for the same period to understand the billing timing difference. Customers on annual plans will show a large Invoiced spike in their billing month and zero in others.

Troubleshooting

Currency Handling in Insights

Younium Insights supports multi-currency organizations by providing every metric in three currency variants. This guide explains what each variant means, how currency conversion works, and how to choose the right one for your analysis.

The Three Currency Levels

Every metric in Younium Insights — MRR, ARR, CARR, Invoiced, and more — is available in three currency variants:

💡 If your organization operates in a single currency, all three variants will show the same value.

How Currency Conversion Works

Younium uses monthly average exchange rates for currency conversion in Insights:

1. Exchange rates are stored per legal entity, with an effective date range.
2. For each month, Younium calculates an average rate across all rates valid in that month.
3. This average rate is applied to convert charge and invoice amounts to the reporting or group currency.
4. Each month can have a different exchange rate, which is why the same charge may show slightly different values in different months when viewed in a converted currency.

⚠️ Exchange rates are fetched from the legal entity tagged as "Group Reporting Exchange Rates = TRUE" in Settings → Admin → Legal Entity. All currencies used across all your legal entities must exist in this group reporting entity.

Setting Up Exchange Rates

For accurate currency conversion in Insights:

• Ensure your group reporting legal entity has exchange rates configured for all currencies used across your organization.
• For the most accurate monthly averages, import rates daily using a scheduled job in Younium.
• If only a single rate is configured per currency pair, that rate applies for all months in its effective period.

The FX Effect in Revenue Changes

When exchange rates change month over month, the reported value of recurring revenue changes even if the underlying subscriptions haven't changed. This is called the FX Effect.

The Revenue Changes view isolates FX Effect as a separate line so you can distinguish:

• True business changes (new customers, churn, expansion, contraction)
• Currency-driven changes (same subscriptions, different exchange rate)

Filtering by Currency

In Insights, filtering to a specific base currency will filter out legal entities that don't use that base currency. This means:

• Filtering to EUR base currency shows only entities where EUR is the base currency
• If you want a consolidated group view, use the group currency variant without filtering by base currency

Which Currency Variant to Use

Troubleshooting

Discounts in Insights

Discounts configured on orders in Younium are reflected in the MRR figures shown in Insights. This guide explains how discounts work, how they affect the numbers you see, and how to interpret net vs. gross MRR.

How Discounts Affect MRR

When a discount is applied to a recurring charge, Younium calculates net MRR — the charge value after the discount is applied. This is the primary MRR value shown in Insights.

The Discount Amount MRR metric shows the monetary value of the discount separately, so you can see both:

• Gross MRR = Net MRR + Discount Amount MRR
• Net MRR = The default MRR value in Insights

💡 The MRR you see in Insights is always net of discounts. If you want gross MRR, add the Discount Amount MRR back.

Single Discount

A single discount reduces MRR by the specified percentage:

Formula: Net MRR = Gross MRR × (1 − discount %)

Multiple Discounts (Compound)

When multiple discounts are applied to the same charge, they compound — they do not simply add together:

Formula: Net MRR = Gross MRR × (1 − 0.20) × (1 − 0.10)

⚠️ Multiple discounts compound — a 20% and a 10% discount together equal a 28% total reduction, not 30%.

Time-Based Discounts

Discounts can be configured for a specific time period — for example, a promotional discount for the first 3 months:

Insights reflects these time-based discounts automatically — each month shows the net MRR after the discount applicable to that month.

Discount Period Alignment

Discounts in Younium can be aligned in two ways:

Both types are handled correctly in Insights — the discount is applied to the months where it is active.

Impact on Revenue Changes

If a discount expires or is removed, MRR will increase even though no new subscription was added. This will appear as an Expansion in the Revenue Changes view, since the net MRR for that customer increased.

Similarly, adding a new discount to an existing subscription reduces MRR and appears as a Contraction.

How to See Discount Impact in Insights

1. Navigate to Insights and open the Recurring Revenue dataset.
2. Add Discount Amount MRR as a metric alongside MRR.
3. For a specific customer, the Discount Amount MRR column shows how much of their gross MRR is being discounted in each month.
4. To see gross MRR: add the Discount Amount MRR value to the Net MRR value for that row.

Troubleshooting

Custom Fields & Segmentation

Younium Insights supports deep segmentation of all metrics using custom fields configured on your accounts, orders, products, and charges. This guide explains what segmentation options are available and how to use them.

Standard Dimensions

All metrics in Insights can be filtered and broken down by the following standard dimensions out of the box:

Custom Fields

Younium supports up to 8 custom fields per entity type. These are configured per tenant and can hold any text value. In Insights, they are exposed as segmentation dimensions:

💡 The names of custom fields in Insights reflect what has been configured in your Younium tenant. If you see "Custom 1", it means the field hasn't been given a display name yet. Ask your Younium admin to configure field names in Settings.

How Custom Fields Flow into Insights

Custom field values are synced from Younium's operational data into the data warehouse nightly. They are then available as filter and drill-down options in Insights.

For the Recurring Revenue dataset (charge-level MRR), you can drill down by custom fields from all entity levels — account, order, charge, and product — giving you very granular segmentation.

For the All Metrics and Revenue Changes datasets (account-level), custom fields from the account level (Custom 1–8) are available.

Filters vs. Drill-downs

Filters narrow the data. Drill-downs split it. You can combine both.

Saved Filters

Filter and drill-down settings in Insights are saved locally in your browser. This means:

• Settings persist across sessions on the same browser and device
• Switching to a different browser or device resets filters to default
• Other users will not see your filter settings

Common Segmentation Use Cases

Revenue by customer tier

If accounts have a "Tier" custom field (e.g. Enterprise, Mid-Market, SMB), use it as a drill-down in the All Metrics view to see MRR and ARR broken down by tier.

Revenue by sales region

If accounts or orders have a "Region" custom field, filter or drill down to compare revenue performance across geographies.

Product-level MRR analysis

In the Recurring Revenue dataset, drill down by product category or product name to see which products contribute most to MRR. Combine with charge type to see how much is Committed vs. Auto Renewal per product.

CSM portfolio view

If accounts have a CSM owner custom field, filter to a specific CSM to see their portfolio's MRR, ARR, and churn metrics.

Troubleshooting

Data Refresh & Timing

Younium Insights is powered by a data warehouse that is updated on a regular schedule. This guide explains when data refreshes, how mid-month timing affects metrics, and what to expect when comparing Insights to your operational data in Younium.

Update Schedule

The Younium data warehouse refreshes on the following schedule:

⚠️ For most metrics in Insights, the nightly update is the primary cycle. Changes made during the day will appear in Insights the following morning.

What This Means in Practice

• If you create or cancel a subscription in Younium today, it will appear in Insights tomorrow morning.
• If you update a custom field value today, the change will be reflected in Insights tomorrow.
• Exchange rate updates take effect in Insights after the next nightly run.
• The data in Insights always reflects the state of your Younium data as of the last nightly refresh.

Month-End Snapshots

Insights calculates MRR and ARR as of the last day of each month. This means:

• A charge that starts on March 15 will appear in March MRR.
• A charge that ends on August 15 will not appear in August MRR (mid-month end rule — see below).
• Changes made after month end do not retroactively affect that month's figures.

Mid-Month Charge Logic

Younium applies specific rules for charges that start or end mid-month:

Mid-month start

A charge that starts mid-month is included in that month's MRR.

Mid-month end

A charge that ends mid-month is excluded from that month's MRR.

⚠️ The mid-month end rule means a charge ending on the 15th of a month will show its last MRR contribution in the prior month. This is intentional behavior, not a bug.

Worked Example

A charge of €500/month runs from March 15, 2024 to August 20, 2024:

Evergreen Charges

If a charge has no end date specified, Younium treats it as evergreen — it contributes to MRR indefinitely until it is explicitly cancelled or ended.

Milestone-Based Dates

Some charges use milestone dates rather than fixed start/end dates:

• Start date: If no effective start date is set, Younium uses the planned date from the start milestone.
• End date: If no effective end date is set, Younium uses the planned date from the end milestone, or defaults to evergreen.

Troubleshooting

Insights FAQ — Common Support Question

MRR & ARR

Why does my MRR show a drop even though no orders were cancelled?

The most common reasons for an unexpected MRR drop are:

• A charge ends mid-month. If a charge's effective end date falls before the last day of a month, it is excluded from that month's MRR. Its last contribution is the prior month. For example, a charge ending August 15 will not appear in August MRR — July is the last month it counts.
• A discount reached 100%. If an order discount is set to 100% for a given month (e.g. a free month), MRR for that account in that month will be zero. This is expected behavior — the net MRR after a 100% discount is zero.
• A cancelled charge's effective end date was not updated. If charges are cancelled but their effective end dates are left in the past or incorrect, Insights may calculate MRR from the wrong date range. Support can correct this via a script on the effective end dates.
• The nightly refresh hasn't run yet. Changes made during the day only appear in Insights the following morning.

Why is MRR showing for orders I already cancelled?

Cancelling an order in Younium does not always immediately remove it from MRR. Insights picks up MRR based on the effective end dates on the individual charge lines, not just the order status. If charge-level effective end dates were not set correctly when the order was cancelled, MRR will continue to show until the end date is reached.

Resolution: Update the effective end date on the affected charge lines to the correct cancellation date. Insights will reflect the correction after the next nightly refresh.

Why doesn't my MRR match the invoiced amounts?

This is expected and not a bug. MRR is based on the monthly normalized value of active recurring charges — it is not derived from invoices.

Key differences:

• A customer on annual billing creates one large invoice per year, but MRR shows 1/12 of the annual charge every month.
• One-off fees appear in invoiced amounts but are excluded from MRR.
• Invoice timing (due dates, payment dates) has no effect on MRR.

If you need to reconcile billing to MRR, use the Recurring Revenue dataset for charge-level detail and the Invoicing dataset for invoice-level detail side by side.

Why is a customer showing as "Lost customer (ARR Churn)" when their order is still active?

A customer appears as "Lost" in the charges-based view when their MRR drops to zero for a given month — even if an order exists. This can happen when:

• Usage charges linked to the account have no data for that month, causing total MRR to drop to zero.
• Charge-level effective dates create a gap between terms (e.g. a renewal was set up with a gap between end date and new start date).
• The order is active but all charges are in a non-recurring type (one-off, usage) for that period.

For the bookings-based "Lost Customer (Bookings)" metric, an account appears as lost when a churn booking classification is recorded — which is driven by booking entries, not active charge state.

CARR & CMRR

Why does my CARR change show in a different month than when I created the order?

CARR is based on bookings — the effective date of the booking record determines which month the CARR change appears in, not the order start date.

If you created an upsell in February but see the CARR change in December, check the effective date on the booking in Younium. The booking's effective date controls when CARR is recorded. CMRR (charge-based) will show the change from the charge start date, which may differ from the booking date — this is why CARR and MRR can show the same event in different months.

Why is CARR higher than ARR?

This is normal and expected. CARR is based on confirmed bookings (contracts signed) while ARR is based on active charges (subscriptions live). The gap represents contracts that have been signed but where charges have not yet started.

A growing CARR-to-ARR gap is a positive signal — it means future ARR growth is in the pipeline.

Bookings

What is a booking?

A booking is a record created in Younium whenever a contract event occurs — a new deal is signed, an existing subscription is expanded, a customer downsells, or a churn is recorded. Bookings are the foundation of the CARR and CMRR metrics in Insights.

Think of it this way: charges drive MRR/ARR (what is active now), while bookings drive CARR/CMRR (what has been contracted). Every order change in Younium creates a booking, and that booking is stamped with an effective date, a classification, and a value (CMRR, ACV, TCV).

What is a booking classification?

Every booking is assigned a classification that describes the type of contract event. Younium has five default classifications:

You can also create custom booking classifications in Younium to track specific contract events — for example "Price Increase", "Tier Expansion", or "Project upsell". Custom classifications are visible in the Revenue Changes view when you use the Change Classification drill-down (not Change Classification Sorted, which maps everything back to the five defaults).

What is the difference between bookings-based and charges-based metrics?

This is one of the most common points of confusion in Insights. The same business event can appear differently depending on which metric you look at:

Example: A customer signs an expansion in February with a March 1 charge start date. The CARR expansion appears in February (booking date), but the MRR expansion appears in March (charge start date).

Why do "New Customers (Bookings)" and "New Customers (Charges)" show different values?

These two metrics count new customers using completely different logic:

• New Customers (Bookings) — counts accounts that have a "New customer" booking classification recorded in the period.
• New Customers (Charges/MRR-based) — counts accounts whose MRR was zero in the prior month and greater than zero in the current month, based purely on active charge data.

These will diverge when:

• A new customer was signed (booking recorded) but charges haven't started yet.
• A customer had a gap in charges and reactivated — the charges-based view sees them as "new" again, but bookings won't.
• Timing differences between contract date and charge start date fall across a month boundary.

Can I use custom booking classifications to track specific projects or campaigns?

Yes, with an important limitation. Custom booking classifications are visible in the Revenue Changes view when drilling down by Change Classification (not Change Classification Sorted). You can tag order changes with a specific project or campaign label and filter the Revenue Changes view to see only those bookings.

However, MRR/ARR metrics are not connected to booking classifications. Charge-based revenue metrics always use the standard five categories derived from MRR movement. If you need to track a specific initiative's revenue impact through MRR, use a custom field on the relevant accounts or orders and filter by that instead.

Why did a booking classification change not update my Revenue Changes view?

Booking classification changes only affect new bookings created after the change. Retroactively updating the classification on an existing booking will update how that booking is labelled, but it will only be reflected in Insights after the next nightly refresh.

Currency & FX

Why are Base Currency and Group Currency showing different values for the same order?

Base currency and group currency use different exchange rate sources and calculation methods:

• Base currency is calculated once, using the exchange rate valid on the Currency Calculation Date of the charge — it is a fixed historical conversion and does not change month to month.
• Group currency uses the monthly average exchange rate for each month — so the same charge may show slightly different group currency values each month as FX rates change.

This means if your base currency and group currency are both DKK (for example), they can still differ if the exchange rate on the charge's calculation date was different from the monthly average rate used for group currency.

Why is a charge showing in the wrong currency (e.g. NOK showing as USD)?

This usually means the group reporting legal entity does not have an exchange rate configured for that currency pair. When Younium cannot find a matching exchange rate, it may fall back to a default or display the amount without conversion.

Resolution:

1. Go to Settings → Admin → Legal Entity and identify the entity tagged as "Group Reporting Exchange Rates = TRUE".
2. Add the missing currency pair (e.g. NOK → USD) with a valid exchange rate and date range.
3. Set up a scheduled job to import daily FX rates to keep rates current.
4. The correction will be reflected in Insights after the next nightly refresh.

Why is my FX Effect very large?

A large FX Effect in the Revenue Changes view typically means exchange rates are not being updated frequently. If rates are manually entered with wide date ranges, a single rate covers many months and the FX adjustment when a new rate is entered can be large.

Best practice: Set up a daily scheduled job to import exchange rates automatically. This creates narrow monthly averages and results in smaller, more accurate FX Effect values.

Why are my FX rate date intervals wrong?

If manually entered exchange rate intervals overlap or have gaps, Insights may pick up the wrong rate for a given month. Younium uses the rate valid for the month's date range — overlapping intervals can cause incorrect conversions.

Resolution: Review and correct the date ranges for your exchange rate entries in the group reporting entity. After correcting, trigger an Insights refresh and verify the ARR values update accordingly.

Discounts

Why is there no data in "Discount Amount MRR"?

The Discount Amount MRR metric only captures order-level discounts — not charge-level discounts. If your discounts are applied at the charge level (directly on the Order Product Charge), they will reduce the MRR value of that charge but will not appear as a separate Discount Amount MRR line.

To use order-level discounts (which populate Discount Amount MRR), you need to:

1. Enable the order discount feature in your Younium settings.
2. Apply discounts at the order level, not the charge level.

Why did a discount expiry cause an "Expansion" in Revenue Changes?

This is expected behavior. When a time-limited discount expires, the net MRR for that customer increases — because the same charge now has a higher net value. Revenue Changes classifies any increase in MRR for an existing customer as Expansion, regardless of whether it came from a new charge or a discount expiring.

A customer had a free month (100% discount) — why does MRR show as zero for that month?

When an order discount is set to 100% for a given month, net MRR = gross MRR × (1 - 1.0) = zero. Insights shows net MRR, so a fully discounted month appears as zero. This will show as a contraction in that month and recovery in the following month in Revenue Changes.

There is currently no way to show continued MRR through a 100% discount period — it is a known limitation of how net MRR is calculated.

Custom Fields & Segmentation

Why is my custom field not appearing as a filter option in Insights?

The most common reasons are:

• The 8-field limit has been reached. Younium supports up to 8 custom fields per entity type (account, order, charge, product) in Insights. If you already have 8 fields configured for that entity, additional fields cannot be added until one is removed.
• The field is not enabled for Insights. Custom fields must be explicitly configured to be included in Insights. Check the field configuration in your Younium settings.
• The nightly refresh hasn't run. Custom field changes sync nightly — a newly enabled field will appear in Insights the following morning.

Can I segment by a custom field on a different entity (e.g. filter MRR by a charge-level custom field)?

Yes, but the availability depends on which dataset you use:

• All Metrics and Revenue Changes — supports account-level custom fields (Custom 1–8 on accounts).
• Recurring Revenue — supports custom fields from all entity levels: account, order, product, and charge. Use this dataset for the most granular segmentation.

Data Refresh & Timing

Are my Insights metrics up to date?

Insights metrics refresh nightly. Changes made during the day (new orders, cancellations, FX rate updates, custom field changes) will appear in Insights the following morning.

You can manually trigger a refresh from the Insights settings, but note that this refreshes the view of the scheduled job status — it does not force a full recalculation outside the nightly window.

For usage-based MRR data specifically, there is a separate "Calculate and store usage MRR data" scheduled job. If your usage data appears stale, check that this job is scheduled and running correctly. Note: it is recommended to have only a single instance of this job running.

How do I tell which period's data is shown in Insights?

Insights calculates metrics as of the last day of each calendar month. When you select a month in Insights, you are seeing the state of all charges as of the last day of that month.

Months are identified in YYYYMM format internally (e.g. 202601 = January 2026).

Revenue Changes

How do I see which specific orders or accounts drove a contraction?

In the Revenue Changes view, set your first drill-down to Account or Account Name to see which customers had contracting MRR. Then select a specific customer to see their detail.

For charge-level detail on what specifically contracted, switch to the Recurring Revenue dataset and filter by that account and the relevant month — compare the charge values month over month to identify which specific charge lines decreased.

Why don't custom booking classifications show up in Revenue Changes?

There are two drill-down options for classification:

• Change Classification Sorted — maps all bookings (including custom ones) to the standard Younium categories: New customer, Expansion, Contraction, Lost customer, FX Effect.
• Change Classification — shows the actual booking classification labels, including any custom ones you have configured.

If you are using Change Classification Sorted and not seeing your custom classifications, switch to Change Classification instead.

What is the "Ingoing Balance" in Revenue Changes?

The Ingoing Balance represents the total MRR or CARR at the start of the selected period. It anchors the waterfall chart so you can see: starting balance + new + expansion − contraction − lost = ending balance.

You can toggle it on or off from the Balance filter in the Insights filter panel.

Access & Permissions

Why can I see some legal entities in Insights but not others?

Insights respects Younium's role-based permissions. You will only see data for legal entities where your user account has been granted Insights permission. If a legal entity is missing from your view, ask your Younium administrator to check your role permissions for that entity.

Note that if you are viewing consolidated/group numbers and a legal entity is missing from your permissions, the group totals will be incomplete — they will not include that entity's data.

Can I use Insights in a Younium Sandbox environment?

Yes, but Insights in Sandbox is a separate instance and uses its own data. Changes made in production are not reflected in Sandbox automatically. Insights must be set up and configured independently in the Sandbox environment.