Enhanced ARR CSV Export

Last updated: June 20, 2025

Summary / Introduction

In this article, you'll learn what’s included in the Enhanced ARR CSV Export and how it can help you analyze revenue trends, customer movements, and retention metrics in greater detail.

Step-by-Step Instructions

  1. Go to the ARR Waterfall Page
    Navigate to the Revenue > ARR Waterfall section in your Tabs dashboard.

  2. Click “Export Excel”
    This will download a multi-sheet Excel workbook with detailed ARR and movement data.

  3. Open the Workbook
    Explore the different tabs for revenue metrics, NDR, customer breakdowns, and more.

Prerequisites / Requirements

  • Roles/Permissions: Must have access to the Revenue module.

  • Platform Version: Available in the latest version of Tabs.

  • Dependencies: ARR Waterfall must have data populated from active invoicing and product categorization.

Tips & Best Practices

  • Use Monthly Metrics for Trend Spotting
    Identify total ARR, churn, and expansions over time.

  • Track NDR Over Time
    Use the NDR tracking fields to monitor customer retention and upsell health.

  • Filter by Customer Type
    Leverage the PLG vs. non-PLG indicators for more tailored customer strategies.

Troubleshooting / Common Errors

  • Issue: Export is empty or missing data
    Solution: Ensure invoice data is complete and products are properly categorized.

  • Issue: Some movements not categorized correctly
    Solution: Review how categories are assigned to each change in ARR (e.g., Expansion vs. New).

What's Included in the Export?

1. Monthly Metrics Sheet

  • Total ARR by month

  • Revenue breakdowns (New, Expansion, Contraction, Churn)

  • Net Dollar Retention (NDR) tracking

  • Active customer counts

2. Movement Analysis Sheet

  • Month-over-month movement details

  • Color-coded change types

  • Previous ARR vs. new ARR per account

  • Percentage changes for each movement

3. Customer Breakdown Sheet

  • Customer-level ARR tracking

  • PLG vs. non-PLG tagging

  • Total movement per customer

  • Customer-level NDR

4. Trends Sheet

  • MoM and YoY growth trends

  • Logo retention

  • Net new ARR and averages per customer