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Introduction
Welcome to the Calqulate Library!
Company Analytics Help Articles
Company Analytics Help Articles
Basics of Company Analytics
How are subscriptions created in Calqulate?
Settings
Currencies
Add Users
Tracking Categories
Sharing your financial data
Getting Started
How to create a Calqulate account
Self Onboarding Checklist
Integrations
Exact Integration
FreshBooks Integration
Microsoft Dynamics 365 Integration
Myob Integration
Netsuite Integration
Netvisor Integration
Procountor Integration
QuickBooks Integration
Sage Integration
Xero Integration
Finch Integration
List of Finch Integrations
Gusto Integration
JustWorks Integration
Rippling Integration
Zenefits Integration
Chargebee Integration
Stripe Integrations
Pipedrive Integration
Connect your Bank Account
Metrics menu
Unit Economics
Monthly Recurring Revenue Breakdown
MRR Growth Breakout chart
CAC - Customer Acquisition Cost
CAC - Tracking Categories
CAC - Forecast
What is churn?
How are downgrades and upgrades calculated?
Indices
Financial Health Index
True Growth Index
Financial Reporting
Financial Dashboard
Financial Dashboard - Tracking Categories
Sales Forecasting
Mapping Chart of Accounts
Mapping Parameters for Chart of Accounts
Adding Staff Costs
Staff Costs for Future Hires
Adding Default Values for Staff Costs and Staff Costs settings
Importing your Staff Costs from Procountor
Expense Management
Expense Forecasting
Expense Groups
Profit and Loss
Profit and Loss - Forecast
CSV Imports
Importing Product CSV data
Importing Customer CSV data
Importing Invoice CSV data
Cash Management
Cash Links
Payment Delay
Cash balances
Cashflow - Forecast
Finding your Staff Cost in the Cashflow Forecast
Customers and Subscriptions
Customer Profile
Subscriptions
Subscription Autodetection
Manually adding an Invoice and creating a Subscription
Renewal Probability
Sales Invoices
Subscription Detection - Onboarding
Products
Products
Adding a Product
How to change One-Off Products in Recurring Products
Revenue Recognition menu
Revenue Recognition
Deferred Revenue
Where to see Recurring Revenue in Calqulate
Invoices
Stakeholder Platform Help Articles
Stakeholder Environment Help Articles
Comparative Portfolio
Connection Center
Company list
Opportunity List
Inviting a new Company
Financial Health Index
True Growth Index
Investor & Lender catalogue
Data Sharing with Investors and Lenders
Deal criteria
Projected Fit Score
Investor & Lender Catalogue with Deal Criteria
Matches and Matchmaking
How to request financial data from a Company
Data Model - Financial KPIs
Profit and Loss
Financial Reporting API
Revenue
Cost of Sales
Gross Profit
Gross Profit Margin (%)
Financial Health API
Operating Expenses
Net Operating Profit
Net Operating Profit Margin (%)
Other Expenses
Net Income
12-Month Rolling Revenue
Cashflow
Gross Burn Rate
Cash Runway in months (gross burn)
Calqulate Cashflow APIs
Net Burn Rate
Cash Runway in months (net burn)
Staff Costs and Headcount
Staff Cost API
Revenue Growth
Revenue Growth % API
Quarterly Returning Revenue Growth (%) API
Retention
Customer Churn %
Monthly Revenue Churn %
Revenue Retention Rate %
Customer Retention Rate %
Recurring Revenue
Unit Economics
Gross MRR churn
Net MRR churn
Customer churn
Lifetime Value
Total CAC for the period
CAC per New Customer
LTV / CAC Ratio
CAC payback time
Data Model - Financial Raw Data
Customers
Products
Product Tax
Sales Invoices
Sales Invoice Payments
User
Organization
Subscriptions
Vendors
Vendor Bills
Vendor Bill Payments
Employees
Pay Statements
Accounting Journals
Chart Of Accounts
Tracking Categories
Active Portfolio
Change Main Currency
Expenses
Shared
Date
Country and State
Currency
Account
Cashlink
Calqulate API
API Basics
Available Calqulate API Endpoints
Authentication
Data Sources in Calqulate API
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Recurring revenue happens when a customer buys goods or services on a regular basis; for example, a monthly subscription.
