Revenue per customer is not correct. How do I change this?

How to change definitions or time periods for revenue if they're not working correctly

If Revenue per Customer doesn’t look right, you can change how revenue or the customer count is defined, or the time period each one covers.


Default definition

The metric is called Revenue per Customer per Month. By default, it is Total Revenue from the Profit & Loss in the current month, divided by Active Customers in the current month from the default report on the Customers tab (by default, 2. MRR).

Revenue per Customer per Month in the Metric Library, with Edit metric highlighted

How to change it

  1. Click Settings at the top of the page and select Metric library.
  2. Find Revenue per Customer per Month and click Edit metric. Click Ok on the message that changes affect all users.
Revenue per Customer per Month in edit mode
  1. To change where a number comes from, click its title, for example Total Revenue, and choose another metric or account.
  2. To change the time period, click the line below the title, for example Latest value. Under How this value is calculated, choose:
    • Value - a single month, for example the current month
    • Sum - the total over a period, for example the last 3 months
    • Average - the average over a period
    • Change - the change from one date to another
    Then choose Fixed months or Report period, and the months to use.
How this value is calculated, with Value, Sum, Average and Change
  1. To change the operator, for example divide, click the sign between the blocks.
  2. Click Save.

For more on editing metrics, see How to edit a metric and change how it is calculated.

To change which report the customer count comes from, see How to change MRR.