Platform tour

• Platform tour

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English.Few readers

Connect your billing system

• Connect Pennylane

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English.Few readers

• Connect Stripe

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English.Few readers

• Connect Chargebee

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English.Few readers

• Connect Hyperline

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English.Few readers

• Import an Excel file

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English.Few readers

Understand your numbers

• Scope your figures

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English. MRR-ARR movements Deepdive Comparing one-off vs subscriptionFew readers

• Understand MRR anomalies

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English.Few readers

Practical resources

• Manage objects

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English. Merging clients Changing your period datesFew readers

• Segment your analyses

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English. Creating segments Managing your segmentsFew readers

• Create reports

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English.Few readers

CSM analysis example

• Analytics tool for CSMs

  To turn on English subtitles, click the Settings icon (⚙️) on the video, then select Caption Languages > English. Analyzing your customer portfolio Analyzing your upsellFew readers