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Account Explorer

Filter and drill into individual accounts — MRR history, plan changes, renewal dates, and quantity timelines.

Account Explorer lets you drill into the aggregate metrics from Dashboard and Retention. Use it to find specific accounts, understand what’s driving revenue changes, and assess renewal exposure.

You can filter accounts by:

Plan
Billing interval (monthly, annual, etc.)
MRR band or ARR band
Tenure (how long the account has been active)
Renewal month
Delinquency status
Expansion vs. contraction in the current period

For licensed or quantity-driven pricing, additional filters are available:

Billed quantity band
Quantity expansion vs. quantity contraction

Clicking an account opens its detail view, which includes:

MRR history and trend
Plan changes and proration events
Invoice and billing event log
Renewal date and billing term
Cumulative recurring revenue to date
Cohort membership
Payment status and recent payment events
Licensed quantity history (for quantity-driven accounts)

Use segment comparison to compare retention, revenue concentration, contraction rate, and renewal exposure across:

Plan tiers
Billing intervals
Acquisition periods (cohort-level)

Account lists and detail exports are available as CSV from the Account Explorer toolbar. See Alerts & Digest for scheduled digest emails that summarize account-level signals weekly.

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