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Financial Performance is the executive view of how the business is moving: the ARR movement bridge, revenue cycle health, and the cohort behavior behind growth and contraction. It reads the headline, then lets you drill into the accounts that produced it.

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See the reporting surfaces, including the ARR bridge, in a guided walkthrough.

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The ARR Movement Bridge

The ARR bridge is a waterfall that decomposes the change in ARR over a period into named movements, so a single ending balance becomes a story you can explain. Read it left to right: the blue beginning balance, the green bars that add, the red bars that subtract, and the blue ending balance where they net out. Hover any bar for its contribution and its share of the beginning balance.

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Revenue Cycle Health

Revenue cycle health tracks the motion from pipeline through to recognized revenue: how contracted ARR (CARR) becomes live ARR as deals activate, and how live ARR becomes recognized P&L revenue through each stream’s recognition schedule. It is where you confirm the topline holds together end to end.

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Cohort Behavior

Cohort behavior shows how each acquisition cohort retains and expands after it lands. A cohort is the group of customers acquired in the same period; following them forward tells you whether the base is growing on its own or leaking. The period-by-period detail lives in Revenue Analytics.

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Common Questions

The rollup can fold full renewal amounts into cumulative ARR, which lifts the ending balance above the live actual. Treat the bridge as the movement story and reconcile the absolute level against Revenue Analytics.
CARR is contracted ARR at the booking date. Live ARR is what has actually activated and gone live. A deal can be contracted this quarter and go live next quarter, so the two differ by the activation timing.
Yes. Click any segment of the bridge to open the accounts that contributed to that movement, then drill further to the individual events.
Expansion is net growth on an existing customer; renewal is the existing commitment continuing. They move ARR differently, so the bridge keeps them distinct rather than blending them into one bar.

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If the Numbers Look Off

  • If the bridge does not net to the ending balance, the beginning balance is usually mis-tagged as a movement; the opening balance should anchor the bridge, not count as an increase.
  • A bridge built from one universe but anchored on another (for example revenue cycle endpoints against ARR events) will not reconcile, because the two measure overlapping but different things.
Pair this with Revenue Analytics for period-by-period detail, and the Variance Guide for how to read the waterfall.