> For the complete documentation index, see [llms.txt](https://docs.morevy.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.morevy.ai/docs/reference/glossary.md).

# Glossary

## Movement

**Starting balance** — what you were earning per month from existing members at the end of the previous month.

**New** — members who joined this month.

**Returned** — members who had previously lapsed and came back.

**Growth** — existing members now paying more than last month. An upgrade, not a new member.

**Reduction** — existing members now paying less. A downgrade, not a cancellation.

**Lost** — members who left.

**Ending balance** — the starting balance plus everything above.

**Ties** — the legs add up. Opening plus every change equals the closing balance, checked rather than assumed.

## Basis

**Cash collected** — every payment counts in the month it was taken. Answers *how much money came in.*

**Recurring revenue** — a prepaid plan is spread across the months it covers. Answers *what is this business earning per month.* Also called the normalized basis.

**Scheduled rebill** — a payment your software took automatically on a schedule. Counted where it cleared, never spread.

## Retention

**Gross revenue retention** — of last month's revenue, how much you kept. Cancellations and downgrades count against it, upgrades do not help it. It cannot exceed 100%.

**Net revenue retention** — the same, but upgrades count. Above 100% means the members who stayed grew enough to cover the ones who left.

**Member retention** — the share of members who stayed, ignoring what they paid. Sometimes called logo retention.

**Revenue churn rate** — revenue lost this month as a share of what you started with.

## Your file

**Source** — the payment export a close is computed from.

**Column mapping** — which of your columns holds the member, the date and the amount.

**Segment** — any column used to break the movement down: plan, location, coach.

**Audit trail** — the record of how a figure was produced and which answers were in force.


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