Getting started
Running a monthly review
More sources and clients
How the numbers work
Asking questions
What you can ask Morevy in the conversation, and what it will not answer.
Once a review is running, you can ask about it in plain language. There is no query syntax. Each answer is calculated from your data, not summarized from what is already on screen.
Examples
The month | What moved revenue in August? Who stopped paying? What do they have in common? |
Breakdowns | Break that down by plan. Cut it by region and plan. |
Comparisons | How does August compare to July? Show me the last six months. Why is August different from July? |
Retention | What is our net revenue retention? Show retention by cohort. |
Your files | What months does my file cover? Which columns can I break down by? What is still open? |
Written work | Prep the brief for my review. These two figures do not agree. What is going on? |
Models | Build me a model for next year. The model is a separate workbook, with its assumptions set out as inputs you control. |
Suggested questions appear under each answer, and you can select a movement or a row instead of typing.
Retention
Gross and net revenue retention need revenue matched to the months it covers. On a month reported as cash collected they are held back, with the reason. See Retention and churn.
What Morevy will not do
Explain commercial cause. It names the customers and segments behind a change. It does not know why a customer paid less or left.
Forecast inside the review. A figure in the review is never a prediction. A forward view exists only as a separate model, with assumptions you set.
Advise. It will show you that a segment lost revenue. It will not tell you to change your pricing.
Grade you against other businesses. It has no data on other businesses.
Show a figure it cannot calculate. If a figure cannot be supported, it is withheld with the reason.
Send anything. Morevy can draft an email to a customer for you to review. It never sends messages itself.