ACCOUNTS | |
Accounts | Accounts are entities that you'd like to track in Natero in terms of health score, alerts, workflows, billing, etc and usually maps to the account, company or customer within your CRM. In Salesforce an account is usually mapped to the account object. Multiple users usually belong to an account. There are some cases when an account in Natero is mapped to a single user; this is typically done for specific tracking purposes. |
Last seen | The last date when any user of an account logged into the product. |
Last interaction | The last date when an interaction was added to an account. |
Join date | Usually mapped to the date when the customer signed up to your product. |
Renewal date | The closest upcoming renewal date for an account. |
Source | The lead source of an account. |
USERS | |
Users | Users are typically individual people that either use your product or are CRM contacts. Users belong to a Natero account. If a user belongs to multiple accounts, each user must be replicated for each Natero account it belongs to. Natero account. Product usage data is tracked on a per user basis and aggregated to the account level. |
Last seen | The date when a user last logged into the product. |
First seen | The date when a user first logged into the product. |
User Role | Used to determine organization role of the user or any other user label you prefer. |
User’s email. | |
ALERTS | |
Type | Type of an alert, e.g. churn, renewal. |
Date created | The date when an alert was created. |
Alert age | Number of days an alert has been active. |
Status | Indicates if an alert is open, pending, or closed. |
Alert ref # | The reference number of an alert. |
USAGE | |
Product usage data | User level product event data tracked to indicate how a user is engaged with your product. This data is captured either via the Natero JS or Event API. |
Event | Events can be anything that happens related to a user or account at a specific point of time. |
Module | Modules are logical parts of your product that indicate where your customers spend time in your product. Natero tracks the amount of time users spend in each of the modules you define. |
Feature | Features are the user interactions that occur in a module, which can include buttons clicked, actions taken etc..Natero tracks how many times a feature is used to assess your customers' engagement level. |
Session | A session simply records the fact that the user interacted with the application in some way. Time is tracked on a per module and per session basis. Specific actions that the user took during the course of a session will be reported as different events to Natero. |
Time per user per day used | Average daily time spent in the module per user who used it. |
Total time | Total time spent in a module. |
Count per user per day used | Average daily usage count of the feature per user who used it. |
Total count | Total usage count of a feature. |
Total days used | Total number of days when a module/feature was used. |
Non-users | Users who did not use a module/feature. |
Last used | The last date when a module/feature was used. |
ACTIVITY | |
Account last seen | The last date when any user of an account logged into the product. |
Daily active users | Unique users that had sessions over the last full day. |
Monthly active users | Unique users that had sessions over the last 30 days. |
Daily time per active user | Average time spent in the product per active user over the last full day. |
Monthly time per active user | Average time spent in the product per active user over the last 30 days. |
Daily active accounts | Unique accounts that had activity over the last full day. |
Monthly active accounts | Unique accounts that had activity over the last 30 days. |
Daily time per active account | Average time spent in the product per active account over the last full day. |
Monthly time per active account | Average time spent in the product per active account over the last 30 days. |
Product users | Total number of registered users of an account. |
User activity | Total session time of a user over the last 7 days. |
User activity rank | Percentile rank of a user's activity across all users. |
Account activity | Total session time of an account over the last 7 days. |
Account activity rank | Percentile rank of an account's activity across all accounts. |
FINANCIAL | |
Lifetime revenue | Total accumulated revenue of this account since its creation. |
Recurring invoice revenue | Total booked revenue that is recurring from invoices. |
Non-recurring invoice revenue | Total booked revenue that is one-time from invoices. |
Invoice revenue | Sum of recurring and non-recurring invoice revenue. |
Subscription MRR | Total MRR of active subscriptions. |
Cashflow | Total paid revenue from invoices. |
Subscription ID | Subscription unique ID. |
Event | Subscription event type, e.g. subscription start, subscription renewal, subscription change etc. |
Event date | The date when the subscription event happened. |
Plan name | Name of the subscription. |
Billing cycle | Billing cycle of the subscription. |
Monthly revenue | Monthly recurring revenue generated from a subscription. |
Monthly ARPA (Avg. revenue per account) | Total MRR divided by total active accounts at the end of the month. |
Monthly CLV (Customer life value) | ARPA divided by the account churn rate of the month. |
SUPPORT | |
Ticket age | Average number of ticket open days. Open days for an "Open" ticket is calculated as the number of days since the ticket creation date. Open days for a “Closed” ticket is calculated as the number of days between the ticket creation and close dates. |
Ticket priority | The priority of the support ticket. e.g. high, low, medium. |
Ticket type | The type of the support ticket. e.g. problem, incident, task, question. |
ROLES & SEATS | |
Natero user role | A role defines the product access permissions a Natero user (assigned with that role) can have using Natero. |
Role permissions | Role permissions are individual access items you can turn on or off for a particular role. |
CSM seat | Users assigned with a role that has the Customer Success Manager Seat permission turned on takes a CSM seat. |
Analyst seat | Users assigned with a role that has any role permission turned on except for the Customer Success Manager Seat takes an analyst seat. |
Product Terminology Print
Modified on: Fri, 4 Oct, 2019 at 7:21 PM
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