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Configure MRR and ARR

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How to customize the definition of upgraded, downgraded customer revenue

Change the definition used for reporting Upsold and Downgraded customers and revenue to exclude changes below a specified amount, either...

July 14th, 2025 991 views 0 likes
How to change the definition of a reactivated customer vs a new customer

This article explains how to customize settings for defining a new customer versus a reactivated (that is, previously lost and...

February 12th, 2026 634 views 0 likes
How to create a customers page report and use it across ScaleXP

By default, the customer page comes pre-populated with two to four reports: Revenue Recognition (accounting view) MRR (full month view)...

July 14th, 2025 808 views 0 likes
How to add or remove accounts from MRR and ARR

When to use this MRR and ARR in ScaleXP are calculated based on the MRR report found on the Customers...

October 2nd, 2026 14 views 0 likes