Know if you're drifting up-market or down-market before finance asks

A shift in your customer base's plan mix happens gradually and is easy to miss month to month. This tracks % of revenue and % of customers per plan over time, so up-market or down-market drift becomes obvious.

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Report

Report produced by this recipe.

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What it does

Tracks the percentage of revenue and percentage of customers attributable to each plan tier over time, surfacing directional drift toward higher or lower tiers.

You get

a plan-tier mix shift report

How it works

Compare revenue and customer mix

build_insights_report

Monthly share of recurring revenue and share of active customers per plan over 12 months, drawn as two stacked areas side by side with a year over year comparison. Flags any plan whose revenue share moved more than 5 points.

Produces:Report

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