Customization

Dashboard Customization When it comes to dashboards one-size does not fit all. There are several options to customize your FirstOfficer.io dashboard. Many of the options are built-in and FirstOfficer.io automatically detects your SaaS business model. Options in this article need to be activated separately – please contact support for getting them. Change the weekly reporting day Everyone’s

  1. Author : mark@firstofficer.io
  2. December 11, 2019
Weekly Email Report

How to read the Weekly Email Report When you get it: Every Sunday, although the reporting weekday is customizable Use: See how your last week looks in numbers. Follow up trends in monthly metrics. Symbols: Green = better. Red = worse. Upwards arrow = larger value than previously. Downwards arrow = smaller value than previously. For

  1. Author : mark@firstofficer.io
  2. December 11, 2019
Calculation Principles for Prepaid Revenue

Prepaid Revenue may also be called Prepaid MRR. Unearned Revenue and Deferred Revenue are related concepts in accrual-basis accounting. This article explains how FirstOfficer calculates Prepaid Revenue. Prepaid Revenue is the total sum of all revenue you have collected from customers, but haven’t provided the service for yet. How the Prepaid Revenue is calculated? Prepaid

  1. Author : mark@firstofficer.io
  2. December 11, 2019
Booking of Capacity-Based Charges

Booking of Capacity-Based Charges This article explains the principles that FirstOfficer.io uses in booking upgrades and downgrades when Stripe quantities are used. FirstOfficer.io books the quantities and their effect is shown in Upgrades & Downgrades View. What Shows Where? The MRR View visualizes how your MRR changed during the month. The quantities get booked to the same

  1. Author : mark@firstofficer.io
  2. December 11, 2019
MRR Calculation Principles for Annual Subscription Refunds

MRR Calculation Principles for Annual Subscription Refunds We’re publishing a time-integrity fix at Dec 2015. This article explains how it changes refund calculations To provide accurate data FirstOfficer uses double-entry bookings, automatic cross-checking and error-recovery. Most importantly, we follow strict accounting rules. One of the most important rules is time-integrity: The results must be the

  1. Author : mark@firstofficer.io
  2. December 11, 2019
Calculation Principles

Calculation Principles This article explains the principles that FirstOfficer.io uses to calculate your metrics. SaaS metrics aren’t controlled by Generally Accepted Accounting Principles (GAAP). As a result, different apps may use different calculation principles. If you have a questions about how your metrics are calculated and can’t find the answer here, please contact support . What is

  1. Author : mark@firstofficer.io
  2. December 11, 2019
How to Import Non-Stripe Payments

How to Import Non-Stripe Payments At the moment you can only import payments one-by-one through the user interface. To import payments, select ‘Import Non-Stripe Payments’ from your account page: Creating and Selecting Customers You can import new payments for your existing customers (from Stripe) or create new customers on the run. To use existing customer

  1. Author : mark@firstofficer.io
  2. December 11, 2019
How to read the Annual Report

How to read the Annual Report Report does not contain any drill-downs, but each graph has additional information in tooltips. Graph series data can be hidden by clicking a series name in the legend. The report isn’t “closed” – it will continue to update as long as you get refunds, restored payments or other events

  1. Author : mark@firstofficer.io
  2. January 9, 2017