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How to customize the definition of upgraded, downgraded customer revenue

Set thresholds so that small upsell and downgrade changes are excluded from upgraded and downgraded customer revenue. Changes apply across your whole account, in every report.

  1. On the Customers tab, click the three dots button at the top right of the page and select Labels & Definitions from the dropdown menu.
Customers tab with the three dots menu open and Labels & Definitions highlighted
  1. Under Upsell and Downgraded, type the amount in Exclude upsell changes less than or Exclude downgrade changes less than, and choose $ (a value) or % in the dropdown next to it.
  2. Click Save.
Labels & Definitions dialog with the Upsell and Downgraded thresholds, the $ or % dropdown open, and Save highlighted

Tip: To change definitions to include a full month view, see How to show a full month view of revenue (as used for MRR).