Glossary

The revenue movement

Starting. Revenue from last month.

New. Paid this month, with no earlier payment in your files. In the first month your files cover, every customer is New.

Returned. Paid this month after a gap, having paid before.

Growth. Paid more this month than last. See Reading the revenue movement for why this is often billing timing.

Contraction. Paid less this month than last.

Lost. Paid last month and nothing this month. Not the same as a cancellation.

Ending. Starting plus every movement.

Ties out. The movements add up to the ending balance, checked rather than assumed.

Basis

Cash collected. Every payment counts in the month it cleared, refunds included.

Normalized recurring revenue. A prepaid plan is spread across the months it covers.

MRR as stated, ARR as stated. Your file already states recurring revenue per month or per year, so it is read as written.

Withheld. A figure Morevy declines to show because your data cannot support it, shown with the reason and what would let it print.

Retention

Gross revenue retention. Of last month's revenue, how much you kept. Losses count against it, gains do not help it.

Net revenue retention. The same, with gains counted. Above 100% means the customers who stayed grew enough to cover those who left.

Customer retention. The share of last month's customers who are still paying. Sometimes called logo retention.

Revenue churn rate. Revenue lost this month as a share of what you started with.

Your data

Source. A file or a Stripe connection that feeds a month. A month can have more than one.

Customer list. A file with one row per customer that adds columns, such as region or owner, to each payment.

Revenue scope. Which rows count as recurring revenue. By default, every row.

Segment. A column with 40 or fewer distinct values, used to break the month down. A column with more is treated as an identifier.

Set aside. Rows left out of the month, such as failed charges or repeats, with the reason recorded.

Working in Morevy

Workflow. Your sources and the method that turns them into months.

Method. The saved steps that produce a month. Opened from Edit the method.

The reading. Morevy's plain-language description of how it read each file, shown under Here's how we'll read your files.

Month view. The page for one month: its total, how it was assembled, its decisions and its reconciliation.

Decision. A question your data cannot settle on its own, shown with what each answer would change.

Ruling. A decision you approved as standing, applied to every later month.

Review. Going through a month's figures before signing them off. Started with Start review.

Close. The settled month. The product also says a month is ready to close, and in a conversation the button that runs a month is labeled with it, for example Close Aug 2026.

Sign-off. Putting a month on the record in your name. It can be amended or withdrawn, and a withdrawal stays on the record.

The record. The short statement of source, basis, checks, withheld figures, rulings, version and standing that travels with a month.

View calculation. Opens the steps behind a figure and the settings in force when it was calculated.

Artifacts. The list in the side panel of files Morevy has built for you, such as the model, with what each is waiting on.

Workspace. One business's data. Advisors can hold a workspace for each client.