Starting ARR Calculation:
For accounts with Renewal opportunities in the quarter (by Up_for_Renewal_Date__c):
Starting ARR = Up_for_Renewal_ARR__c
+ SUM(ARR_from_TCV__c from Existing Business opps closed before quarter start)
Expansion ARR:
Sum of ARR from Existing Business opportunities closed Won during the quarter:
Type = 'Existing Business'
AND StageName = 'Closed Won'
AND Up_for_Renewal_Date__c in quarter
SUM(ARR_from_TCV__c)
Contraction ARR:
Uses the calculated Renewed_ARR__c field on Renewal opportunities:
Type = 'Renewal'
AND StageName = 'Closed Won'
WHERE Renewed_ARR__c < Up_for_Renewal_ARR__c
Contraction = Up_for_Renewal_ARR__c - Renewed_ARR__c
Churn ARR:
Uses the calculated Churned_ARR__c field on closed lost Renewal opportunities:
Type = 'Renewal'
AND StageName = 'Closed Lost'
AND Up_for_Renewal_Date__c in quarter
SUM(Churned_ARR__c)
Date Filter:
- Uses Up_for_Renewal_Date__c (not Close Date)
- This ensures accuracy for late renewals
Owner Filtering:
- Loads ALL account owners by default
- Filter by Account.OwnerId using checkboxes
- Can select single or multiple owners