Workflow Example: Monthly Revenue Waterfall Review

Use this workflow to turn your monthly revenue update into a repeatable 15-minute routine.

Use Case

Each month you want to understand how MRR changed and communicate:

• New MRR
• Expansion (Growth)
• Downgrades (Reduction)
• Churn (Lost)
• Reactivations (Return)

Prerequisites

• A recurring Raw Data sheet with:
  • Customer ID
  • Date
  • Revenue or MRR
• At least one saved Snowball Analysis configuration.

Steps

1. Update your data (5 minutes)
   • Paste the latest month’s transactions into your Raw Data sheet,
     or refresh/replace the source data file if you’re linking from Drive.
2. Re-run the Snowball report (≤1 minute)
   • In the Jetti sidebar, open Saved Reports.
   • Select your Monthly Snowball configuration.
   • Click Run.
   • Jetti appends the new month to your existing waterfall table.
3. Scan headline numbers (5 minutes)
   • For the latest month, note:
     • New MRR
     • Growth MRR
     • Reduction MRR
     • Lost MRR
     • Net change and ending MRR
   • Look for unusual spikes or dips.
4. Drill down on anomalies (2–3 minutes)
   • Click the Lost, Reduction, or Growth cells for the latest period.
   • Use Drill-Down to see which customers:
     • Churned
     • Downgraded
     • Expanded
   • Export customer lists for CS or sales follow-up.
5. Optional: generate AI commentary (2–3 minutes)
   • Open AI Export → Trend Analysis.
   • Specify the period and metric (e.g., “MRR, last 3 months”).
   • Copy the prompt into your AI tool to get a narrative summary for:
     • Monthly update emails
     • Internal Slack posts
     • Leadership reports

What You Get

• A consistent monthly view of what drove net MRR change.
• Customer-level lists behind each movement.
• Reusable narrative snippets for internal reporting.