Definitions of Terms Found in Dashboard and Motions
In this article: Dashboard Terms, Driver Terms, Account Forecast Fields in Motions
Definitions of Fields Found on the Magnify Insights Dashboard
The following terms apply to fields displayed on the Magnify Insights dashboard. Historical terms reflect actual revenue outcomes; forecast terms reflect AI-generated predictions for the current quarter remainder and next quarter.
| Term | Definition | Notes |
|---|---|---|
| Churn (historical) | Any decline in revenue for the account. This is inclusive of partial or full reduction of an account's revenue. | Calculated on an account basis |
| Expansion (historical) | Any increase in revenue for the account. It can be for the same product or other products. | Calculated on an account basis |
| Renewal (historical) | Renewal amount of expiring revenue. The output is a currency value, ranging between all and none of expiring revenue. | Calculated on an account basis |
| Out of cycle Churn | Churn in advance of the revenue expiration timeframe (e.g., an "early out" clause in a contract). | Note: Magnify does not forecast out of cycle churn |
| Attribution Date | The date a revenue record's amount is reflected on the dashboard. May differ from the close date based on your organization's business rules. For example, if a closed-won renewal on the first day of Q1 is attributed to the prior quarter by your business rules, the Attribution Date would be the last day of Q4. | Per revenue record |
| Available to Renew (ATR) | The expected renewal amount for a revenue record. Where ATR is present, renewal forecasts are capped at this value and any excess above ATR is treated as expansion. Any shortfall below ATR is treated as churn. | Used in forecast calculations; nullable |
| Forecasted Closed Amount | The AI-generated dollar forecast for an open revenue record. A value of $0 indicates the AI forecasts a closed-lost outcome. This is the primary numeric output of the Magnify forecast engine. | Per revenue record |
| Churn Forecast | Account level: Prediction of revenue decline per account. For subscription accounts, churn forecasts apply only to time periods in which a subscription is up for renewal — Magnify does not forecast out-of-cycle churn.Aggregate: The churn forecast for a given time period is the sum of all account-level churn forecasts in that period. | Calculated on an account basis. Covers Current Quarter Remainder and Next Quarter. |
| Expansion Forecast | Account level: Prediction of revenue increase per account. Forecasts include expansion during revenue expiration events and out of cycle.Aggregate: The expansion forecast for a given time period is the sum of all account-level expansion forecasts in that period. | Calculated on an account basis. Covers Current Quarter Remainder and Next Quarter. |
| Renewal Forecast | Account level: Prediction of retained revenue. At the account level, this is the forecast of the amount of revenue retention following expiration. For example, for an account with $100K revenue expiring in a quarter with a $10K churn forecast, the Renewal Forecast will be $90K.Aggregate: Sum of the Renewal Forecast for all accounts with renewal occurring in a given time period. | Calculated on an account basis. Covers Current Quarter Remainder and Next Quarter. |
| NRR | (Previous period recurring revenue + expansions − churn) / (Previous period recurring revenue) | |
| NRR Forecast | Prediction of a period's future recurring revenue, inclusive of churn and expansion, relative to expiring recurring revenue. | Calculated on an account basis |
| GRR | (Previous period recurring revenue − churn) / (Previous period recurring revenue) | |
| GRR Forecast | Prediction of a period's future recurring revenue, inclusive of churn but not expansion, relative to expiring recurring revenue. | Calculated on contract basis; aggregated to account level per period |
| Starting ARR | ARR at the start of a quarter. | |
| Brief Account Summary | A short AI-generated summary of an account's health and status, displayed in the accounts table on the dashboard. Limited to 200 characters. Example: "Health score: 82/100, trending up 15% MoM / Expansion opportunity: 3 new seats requested, $18K ARR / Next touchpoint: QBR scheduled 2/15" | AI-generated; per account; max 200 characters |
Driver Terms
The following terms relate to AI-powered drivers, which identify the behavioral and operational signals most predictive of churn, expansion, and renewal outcomes for your customer base. Drivers replace the probability-based churn, expansion, and trial conversion segments used in the prior ML-powered experience.
| Term | Definition | Notes |
|---|---|---|
| Impact Severity | A categorization of a driver's predicted impact on an account, used to prioritize intervention. Values: High, Medium, Low. Applies to both churn and expansion drivers. Impact Severity replaces the probability-based churn/expansion/trial conversion segments used in the prior ML-powered experience. | Displayed as a tag on the Driver Details page |
| Driver Synopsis | A brief AI-generated explanation of why the specific drivers displayed for a tenant were selected. Displayed at the top of the Drivers section of the dashboard in paragraph form. | AI-generated; per tenant |
| Driver Summary | A brief AI-generated explanation of a specific driver's meaning, significance, and recommended actions. Displayed on the Driver Details page in paragraph form. Example: "Strong predictor of churn / Category: Collaboration / Why It’s #1: 85% of churned accounts had 0 Slack shares / Threshold: <10 shares = Critical Risk / Action: If 0 shares for 30+ days, immediate intervention required" | AI-generated; per driver |
| Driver Metric Label | The display label for the metric associated with a driver. Shown as a column header on the Driver Details page. | Per driver; e.g., "Slack Shares (90 days)" |
Definitions of Fields Found in the Account Forecast Object (Motion Builder)
The following fields are available on the Account Forecast object in Magnify Insights within the Motion Builder. Fields are sourced from the AI-powered forecast engine and cover three time periods: Current Quarter QTD (historical actuals based on closed records), Current Quarter Remainder (AI forecast for open records), and Next Quarter (AI forecast).
| Data Source | Object | Field | Description | Unit | Aggregated Across |
|---|---|---|---|---|---|
| Magnify Insights | Account Forecast | Account ID | Unique ID of the account. | N/A | Accounts |
| Magnify Insights | Account Forecast | Account Name | Friendly display name of the account. | N/A | Accounts |
| Magnify Insights | Account Forecast | Brief Account Summary | AI-generated summary of account health and status. See Dashboard Terms for definition. | Text | Accounts |
| Magnify Insights | Account Forecast | Current ARR | Starting ARR ($) for the current quarter. | USD | Accounts |
| Magnify Insights | Account Forecast | Closed Renewals ($) — Current Quarter QTD | Sum of closed-won renewal revenue record amounts in the current quarter, capped at ATR where ATR exists. | USD | Accounts |
| Magnify Insights | Account Forecast | Closed Churn ($) — Current Quarter QTD | Sum of closed-lost renewal amounts plus the shortfall on closed-won renewals where Amount is less than ATR. Always negative or zero. | USD | Accounts |
| Magnify Insights | Account Forecast | Closed Expansion ($) — Current Quarter QTD | Sum of closed-won non-renewal amounts, plus the excess above ATR for closed-won renewals where Amount exceeds ATR. Always positive or zero. | USD | Accounts |
| Magnify Insights | Account Forecast | Closed Net Revenue ($) — Current Quarter QTD | Closed Renewals + Closed Expansion. Note: Closed Renewals is inclusive of Closed Churn, so Closed Churn is not added separately. | USD | Accounts |
| Magnify Insights | Account Forecast | Forecast Renewals ($) — Current Quarter | Sum of AI-forecasted amounts for open renewal revenue records closing in the current quarter, capped at ATR where ATR exists. | USD | Accounts |
| Magnify Insights | Account Forecast | Forecast Churn ($) — Current Quarter | Forecasted shortfall for open renewal revenue records in the current quarter where the Forecasted Closed Amount is less than ATR. Always negative or zero. | USD | Accounts |
| Magnify Insights | Account Forecast | Forecast Expansion ($) — Current Quarter | Sum of AI-forecasted amounts for open non-renewal records closing in the current quarter, plus excess above ATR for renewals where Forecasted Closed Amount exceeds ATR. | USD | Accounts |
| Magnify Insights | Account Forecast | Forecast Net Revenue ($) — Current Quarter | Forecast Renewals + Forecast Expansion for the current quarter remainder. | USD | Accounts |
| Magnify Insights | Account Forecast | Total Net Revenue ($) — Current Quarter | Estimated total net revenue for the full current quarter. Calculation: Closed Net Revenue + Forecast Net Revenue. | USD | Accounts |
| Magnify Insights | Account Forecast | Current Quarter NRR (%) | (NRR Forecast for the current quarter) / (Starting ARR of that quarter) | Percentage | Accounts |
| Magnify Insights | Account Forecast | Current Quarter GRR (%) | (GRR Forecast for the current quarter) / (Starting ARR of that quarter) | Percentage | Accounts |
| Magnify Insights | Account Forecast | Forecast Renewals ($) — Next Quarter | Sum of AI-forecasted amounts for open renewal revenue records closing in the next quarter, capped at ATR where ATR exists. | USD | Accounts |
| Magnify Insights | Account Forecast | Forecast Churn ($) — Next Quarter | Forecasted shortfall for open renewal revenue records in the next quarter where the Forecasted Closed Amount is less than ATR. Always negative or zero. | USD | Accounts |
| Magnify Insights | Account Forecast | Forecast Expansion ($) — Next Quarter | Sum of AI-forecasted amounts for open non-renewal records closing in the next quarter, plus excess above ATR for renewals where Forecasted Closed Amount exceeds ATR. | USD | Accounts |
| Magnify Insights | Account Forecast | Forecast Net Revenue ($) — Next Quarter | Forecast Renewals + Forecast Expansion for the next quarter. | USD | Accounts |
| Magnify Insights | Account Forecast | Next Quarter NRR (%) | (NRR Forecast for the next quarter) / (Starting ARR) | Percentage | Accounts |
| Magnify Insights | Account Forecast | Next Quarter GRR (%) | (GRR Forecast for the next quarter) / (Starting ARR) | Percentage | Accounts |
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