Revenue reporting isn’t one-size-fits-all. A refund or a discount can tell different stories about your business health, depending on how you look at it. Should a refund lower your future recurring revenue? Should a discount hide your product’s true value?
Until now, you had to live with a single answer. No more.
We’ve supercharged UniBee Analytics with new configuration options for refunds and discounts. Now, you can align your MRR reporting with your actual business logic. Plus, we’ve made it easier than ever to get your data out with our enhanced export feature. Let’s dive in.
Revised Refund Adjustment Calculation
Typically, a refund is treated as a one-time transaction that doesn’t touch your MRR. But what if your finance team disagrees? We heard you and built two new ways to handle it.
Scenario A: “I need future MRR to reflect the refund.”
Maybe your customer got a half-price refund on their annual plan. You feel your ongoing MRR should be adjusted down to reflect the new, lower commitment.
- The Solution: In your Analytics settings, under Refund Adjustment Calculation, select Adjust future MRR option.
- The Result: A €288 yearly plan (€19/month MRR) with a €114 refund sees its MRR drop from €19 to €9.5, accurately reflecting the reduced recurring value.
Scenario B: “Track the refund, but keep my MRR trend stable.”
You want to record the financial hit of a refund clearly, but you don’t want it to distort the ongoing health of your subscriber base.
- The Solution: Select the One-time contraction event option under Refund Adjustment Calculation section.
- The Result: For that same plan and refund, your MRR stays at €19. However, you’ll see a one-time contraction event of €114 in that month’s reporting. Your MRR trend remains stable while the refund is still accounted for.
Configure How Discounts Impact Your MRR
Discounts are great for conversions, but how should they show up in your top-line revenue? The default logic is to reduce MRR by the discount amount, showing you the realized revenue. But sometimes, you need to see the potential.
Scenario A: “Show me the revenue we actually collect.”
For many businesses, the bottom line is what matters. You want your MRR to reflect the final, discounted amount that hits your bank account.
- The Solution: The default setting, “Reduce MRR by discount amount,” does exactly this.
- The Result: A recurring 20% discount on a €99/month plan will show an MRR of €79.2. A one-time discount, however, won’t affect your MRR at all.
Scenario B: “I want to see the full-price potential.”
For tracking product value or sales performance, you might want to ignore discounts in your MRR. This shows you the “what if” scenario and helps illustrate your product’s full value.
- The Solution: Simply select “Calculate full price.”
- The Result: Even with that 20% recurring discount applied, your MRR will still report €99, helping you visualize potential revenue.
Get Your Data: Supercharged Exports
What good is perfectly configured data if you can’t easily use it? We’ve dramatically improved the Export feature in the UniBee Analytics.
Hit the export button for any date range, and you’ll receive a comprehensive Excel file. It’s packed with multiple tabs giving you a 360-view of your revenue, including:
- MRR Overview
- Existing MRR
- New MRR
- Reactivation MRR
- Upgrade MRR
- Downgrade MRR
- Expansion MRR
- Contraction MRR
- Voluntary Churn
- Yearly Overview
- Monthly Overview
- Monthly Detail
This makes deep-dive analysis, investor reporting, and internal presentations smoother than ever.
Your Revenue, Your Rules
These updates are all about giving you the flexibility to report on what matters most to your business. Your revenue story is unique—now your analytics can be too.
Ready to configure your metrics? Log into your UniBee dashboard and head to Analytics > Settings to try the new configuration options.
