R1 RCM: potential churn
Licences have reduced over the past six months. Check in with the account owner.
Overview
Your recurring revenue and billing performance, at a glance.
Recurring revenue
Annual recurring revenue (ARR)--
Monthly recurring revenue (MRR)--
Reporting basis
Recurring revenue is presented in USD across all billing currencies, using the recorded subscription quantities and monthly rates. Fixed exchange rates: . The billing-currency filter applies to invoices and collections, not these consolidated totals.
Insights
R1 RCM: Upsell Opportunity
Consider the Workflow module based on other companies’ usage patterns.
Insights
3 invoices up for renewal
Review upcoming renewals with the account owners.
7th instalment for Bill X yet to be raised
Review the billing schedule before raising the next instalment.
Search and attention cards filter the table only. Exports include all invoices in the selected month, entity and billing currency.
Month-end sign-off (optional)
At month end, your finance team can confirm that all expected invoices have been added for each group below. Invoice entry, totals and exports remain available without sign-off. Clear a checkbox to withdraw its sign-off.
Month-on-month invoiced revenue comparisons require sign-off for both consecutive months. This confirmation does not lock the period, independently verify completeness or change ARR. Adding, editing or deleting invoices clears the affected sign-off.
Billable licences
Monthly subscription quantities, rates and recurring revenue. Carried forward identifies subscriptions without invoice coverage for this month; their last recorded quantities and rates remain in effect.
ARR movements
Changes in recurring revenue for the selected month.
Movement definitions
Customer revenue
Account owners reflect the reporting month. Confirmed assignments take priority over invoice records; each owner is shown with its source.
Collections
Exchange rates
Rates used to consolidate recurring revenue in USD. Updating a rate recalculates all reporting months.
Invoice reconciliation
Compare subscription charges and credits with invoice amounts. Review any differences in the invoice details; taxes are assessed separately.
ARR
How ARR is calculated
Invoiced revenue
Revenue details
ARR movements
View breakdown
Revenue by entity
Revenue by invoice type
Cash collection forecast
Existing unpaid invoices · next three months
Billable licences by customer
Derived from invoices
All customer totals
Reporting notes
Drafts in progress
Invoices being prepared but not yet raised. Drafts are excluded from revenue, ARR, billable licences, collections, exports and Ask Plumo until you raise them.
The Entity filter applies; month and billing currency do not. A draft can be saved incomplete. Raise it once every required field is filled in and any subscription lines match Amount; it then becomes a normal invoice.
Account history
Account details and ownership for the selected month, with a source for every recorded value.
How account values are selected
Confirmed changes take priority. Otherwise, each field uses its latest recorded invoice value on or before month-end; newer blanks do not erase earlier values. Invoice records do not establish when an assignment began. Unknown means neither source has a value. Changes take effect from the first day of a month, and an explicit blank clears the value. Account history does not alter invoice amounts, due dates or original invoice details. The entity filter applies to this view; billing currency does not.
Tracked account details
Record changes to account owner, payment terms, sales channel, deployment, deployment status, modules and bill-to country. Subscription rates, quantities and service periods remain on the relevant invoices.
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Your finance data, explained.
Ask about invoices, recurring revenue, collections or account history, or ask Plumo to prepare
an account change or a new invoice for an existing customer. Nothing is saved until you confirm it.
Looking up data and preparing a sourced answer...
Questions and the data needed to answer them are sent to OpenAI. Plumo can prepare changes, but nothing is saved until you review the details and select Confirm. Verify important figures against the cited sources.