Recurring Revenue · March 2026

Good morning, Elena

MRR grew 8.1% this month. New and expansion revenue outpaced churn — but failed payments are up, so dunning needs a look.

Monthly Recurring Revenue

$455K

+8.1%

Annual Recurring Revenue

$5.46M

+8.1%

Active Subscriptions

18,042

+412

Net MRR Churn

1.4%

+0.2 pts

MRR movement

March · how MRR changed

Subscription status

21,042 total

Active18,042

Trialing3,000

Past due1,480

Canceled (30d)1,520

Renewals & at-risk this week

Flagged by Retention AI

All subscriptions

NX Nexus Analytics Scale · $299/mo	Renews Apr 2	Churn risk 74
BW Brightwave EdTech Growth · $99/mo	Renews Apr 4	Card expiring
OT Orbit Telecom Enterprise · $4,200/mo	Renews Apr 6	Healthy · expand

Revenue Intelligence

Daily briefing · 08:00

You're pacing to $472K MRR by month-end if renewals hold. The biggest lever this week is Nexus Analytics — usage dropped 40%, and their $299/mo renews Apr 2.

Recommended: trigger a win-back on the 1,480 past-due accounts (est. $61K recoverable) and have Success reach out to Nexus before renewal.

Accounts

Customers

25,000 organizations. Health scores blend usage, payment history and support signals.

Account	Plan	MRR	Health	Status

Accounts

Subscription Plans

Your plan catalog. Flexible pricing with trials, add-ons, coupons and usage-based metering.

Starter

$29/mo

For small teams

Up to 5 seats
10K API calls/mo
Email support

4,210 subs$122K MRR

Growth

Popular

$99/mo

Scaling businesses

Up to 25 seats
100K API calls/mo
Usage-based overage
Priority support

8,940 subs$885K MRR

Scale

$299/mo

High-volume teams

Up to 100 seats
1M API calls/mo
SSO & audit logs
Dedicated CSM

3,180 subs$951K MRR

Enterprise

Custom

Contracts & SLAs

Unlimited seats
Custom limits
Multi-entity billing
99.99% SLA

412 subs$1.8M MRR

Add-ons

Attach to any plan

Extra seats	Per seat / mo	$12
Advanced analytics	Flat / mo	$79
API overage	Per 10K calls	$8
Premium support	Flat / mo	$199

Active coupons

Promotional pricing

WELCOME20	20% off · 3 mo	Active	1,204 used
ANNUAL2MO	2 mo free · annual	Active	642 used
WINBACK50	50% off · 1 mo	Targeted	318 used

Accounts

Active Subscriptions

18,042 active plus 3,000 trials. Filter by status, plan or renewal window.

Customer	Plan	MRR	Started	Renews	Status

All subscriptions

Nexus Analytics

SUB-40912 · Scale plan · $299/mo · billed monthly · customer since Feb 2026.

Subscription lifecycle

Trial → paid → upgrade → renewal · MRR steps shown above the line

Current period · Mar 2–Apr 2

TrialConversion Invoice paidPlan changeCurrent period

Billing cycles

Invoices for this subscription

Invoice	Period	Amount	Status
INV-9042	Mar 2 – Apr 2	$299.00	Open
INV-8811	Feb 28 – Mar 2	$18.40	Paid · proration
INV-8402	Feb 2 – Feb 28	$99.00	Paid
—	Feb 2 (trial)	$0.00	Trial

Retention Assistant

Health & churn risk

74RISK

Usage dropped 40% over 3 weeks and 2 support tickets went unresolved. Renewal is in 2 days.

Recommended win-back: offer WINBACK50 (50% off next month) and book a CSM check-in. Similar saves recovered 58% of at-risk Scale accounts last quarter.

Money

Billing

Recurring invoices generate automatically each cycle. Usage and proration are calculated at run time.

Next billing run

Apr 1, 02:00

4,180 invoices · ~$418K projected

Usage-based this cycle

$62.4K

Metered overage across 1,940 subs

Last run success

98.2%

Mar 1 · 812 failed → dunning

Recent invoices

Generated this cycle

Invoice	Customer	Type	Issued	Amount	Status
INV-9042	Nexus Analytics	Recurring	Mar 2	$299.00	Open
INV-9040	Orbit Telecom	Usage	Mar 2	$4,860.00	Paid
INV-9038	Brightwave EdTech	Recurring	Mar 2	$99.00	Retrying
INV-9031	Pinewood Health	One-time	Mar 1	$1,200.00	Paid

Money

Payments

Auto-debit across cards, ACH, UPI and bank transfer. Failed charges route to dunning automatically.

Collected (30d)

$441K

+7%

Successful charges

45,020

Failed charges

2,014

Auto-debit adoption

86%

Recent charges

Across all gateways

Customer	Method	Gateway	Amount
Orbit Telecom	Card ···4242	Stripe	$4,860	Succeeded
Pinewood Health	ACH	GoCardless	$1,200	Succeeded
Brightwave EdTech	Card ···1104	Stripe	$99	Declined
Vertex Fintech	UPI	Razorpay	$299	Pending

Gateways & methods

Routing enabled per region

Cards (Stripe)

Global · 72% of volume

ACH (GoCardless)

US/EU · lower fees

UPI (Razorpay)

India

Smart retries

Retry declined cards on optimal days

Money

Dunning

Recover failed payments with smart retries, reminders and grace periods before suspension.

In dunning

2,014

Revenue at risk

$186K

Recovered (30d)

$61K

Recovery rate

71%

Failed payments

Retry schedule & grace period

Customer	Amount	Retry schedule	Stage
BW Brightwave EdTech Card expired	$99		Retry 2 · Apr 3
VF Vertex Fintech Insufficient funds	$299		Final retry · grace ends Apr 5
CM Cobalt Media Do not honor	$29		Retry 1 · today
DL Delta Labs 3 retries failed	$99	Exhausted	Suspending Apr 4

Billing Copilot

Recovery optimization

Card-expiry failures like Brightwave recover best with an in-app update prompt, not another silent retry. I've queued a "update your card" email + banner.

Predicted recovery: $132K of $186K. Moving retries to Tue/Thu mornings and adding a 3-day grace on annual plans lifts recovery ~9 pts.

Money

Revenue

Revenue recognition and deferred revenue, aligned to service periods for ASC 606 / IFRS 15.

Recognized (MTD)

$438K

Deferred balance

$2.9M

Recognized (YTD)

$1.28M

Avg. contract length

11.4 mo

Recognition schedule

Deferred revenue releasing over service periods

Period	Opening deferred	Billed	Recognized	Closing deferred
Jan 2026	$2,610,000	$452,000	$408,000	$2,654,000
Feb 2026	$2,654,000	$471,000	$421,000	$2,704,000
Mar 2026	$2,704,000	$489,000	$438,000	$2,755,000
Apr 2026 (proj.)	$2,755,000	$505,000	$452,000	$2,808,000

Insight

Reports

Scheduled and on-demand financial reports. Export to CSV or your accounting system.

MRR & ARR movement

New, expansion, contraction, churn.

Scheduled · monthly

Churn & retention

Logo and revenue churn by cohort.

On demand

Dunning & recovery

Failed payments and recovery rate.

Scheduled · weekly

Revenue recognition

ASC 606 schedule & deferred balance.

Scheduled · monthly

Tax summary

Collected tax by jurisdiction.

On demand

Cohort LTV

Lifetime value by signup cohort.

On demand

Insight

Analytics

Cohort retention, churn drivers and unit economics across the subscriber base.

Cohort retention

% of subscribers still active by month since signup

	M0	M1	M2	M3	M4	M5

Top churn reasons

From cancellation surveys

Too expensive34%

Missing features27%

Low usage21%

Switched vendor12%

Other6%

Lifetime value (LTV)

$3,840

CAC

$920

LTV : CAC

4.2×

Trial → paid

38%

Insight

AI Center

Four copilots across subscriptions, revenue, retention and billing operations.

Subscription Assistant

Recommends plans, guides onboarding, and suggests upgrades based on usage.

Revenue Intelligence

Forecasts MRR/ARR, surfaces trends, and explains what moved the numbers.

Retention Assistant

Predicts churn, scores account health, and runs win-back campaigns.

Billing Copilot

Detects billing anomalies, validates invoices, and optimizes payment recovery.

Ask across your revenue stack

Grounded in live subscription, billing and payment data

Ask about any customer, plan or metric — I cite the records behind every answer.

System

Settings

Organization, roles, gateways, tax and security. Changes are audit-logged.

Team & roles

Role-based access control

EV Elena Vasquez	RevOps Manager	Full access
DM Daniel Mercer	Finance Director	Billing, revenue
SP Sana Patel	Collections	Dunning only

Platform controls

Multi-currency billing

Bill in customer's local currency

Automatic tax

Calculate tax at invoice time (11 regions)

Proration on plan change

Credit unused time on upgrades

Audit logging

Immutable log of all changes

Sandbox mode

Route to test gateways