Breaking a month down

A close tells you revenue moved. A breakdown tells you where.

Ask in the same conversation:

break that down by plan

You get the same movement table, once per value of that column:

Plan

Starting

New

Lost

Net

Ending

Standard

$28,140

+$2,910

($2,006)

+$1,204

$29,344

Pro

$11,878

+$1,106

($2,502)

($1,145)

$10,733

The Starting and Ending columns sum to the close exactly. The movement legs can sum to more: a customer who moves from one plan to another is lost from the first and new to the second, and when that happens the table says so underneath rather than leaving you to spot it.

What you can break down by

Any column in your file with a manageable number of distinct values. In a typical billing export that means:

• Plan or product type

• Segment, however your business defines it - tier, region, cohort

• Owner, if your system records who the account belongs to

• Payment status, which separates completed payments from refunds and disputes

Morevy shows you which columns are available, and only columns with a readable number of values are offered as a lens. A wide column asked for in chat comes back as the biggest movers plus an Others row, not as a 300-row table.

Reading a segment table

Two things are worth knowing.

Colour only appears when the column has both directions in it. If every segment lost revenue this month, nothing is green, and the table does not draw a midline that nothing crosses. A wall of red tells you less than a plain column of figures.

An "others" row rolls up the tail. The six biggest movers are listed and the rest are summed into one row, so the total still ties. Biggest means biggest net change, not biggest balance, and when two columns are crossed, cells under ten customers fold into Others as well.

Using it well

The useful question is rarely "how did each segment do". It is "is the number I am worried about concentrated or spread".

A $4,508 loss spread evenly across every plan is a pricing or seasonality question. The same $4,508 sitting almost entirely in one plan or one region is an operational one. Same total, entirely different week ahead.

A breakdown narrows where to look. It does not establish cause - that still needs context the billing export does not carry.

Note. Breakdowns are computed from the same rows and the same answers as the close above them. If you change a filter, both are marked stale together, and neither silently updates while you are looking at it.