MRR Movement Dashboard

How the monthly review works

Choose a reporting period, confirm starting MRR, and reconcile each positive and negative movement to ending MRR. The movement mix answers “what changed?” while customer drilldown answers “where did it change?” A reviewer can then investigate plan changes, cancellations, and reactivations in Stripe instead of treating the chart as a standalone ledger.

Stripe offers a customer MRR changes report and an MRR roll-forward in Billing analytics. Compare Workestic's categories with the account's configured definitions in the official Stripe Billing analytics documentation.

Permissions and customer privacy

Access is request-based, and the final Stripe installation screen is the source of truth for object permissions. An account administrator should approve only the access required for the released workflow. Stripe documents both app-level permissions and the signed-in user's access in How Stripe Apps work.

Customer-level movement can expose names, plans, and commercial activity. Limit that view to finance, revenue operations, or other authorized roles; use aggregate movement totals for broader updates. Do not copy customer rows into public documents. Review the Workestic Privacy Policy for data-handling context.

Who uses each view?

• Founders use net movement and the movement mix to frame a monthly operating review.
• Finance and revenue operations reconcile starting MRR, categorized changes, and ending MRR.
• Customer-success leaders use authorized customer detail to investigate contraction, churn, and reactivation.
• Growth teams use aggregated new-business and expansion totals without needing customer payment data.

The MRR movement review guide provides a longer interpretation workflow.

Limits and edge cases

MRR is not recognized revenue, cash collected, or a general-ledger balance. Discounts, trials, past-due status, cancellations, subscription schedules, usage-based billing, backdated changes, and currency handling can change a movement's timing or category. A net total can also hide large opposing movements.

Reconcile unusual entries against Stripe before acting, especially after changing Billing metric settings. Use Stripe Revenue Recognition or accounting reports for financial statements. The dashboard preview above is illustrative and does not represent a real merchant or customer dataset.