Show the MRR waterfall — what drove this period's net MRR change broken into new, expansion, reactivation, contraction, and churn components with MoM Δ.
Setup
Resolve org ID via ZohoBilling_List_all_Organizations. If multiple orgs
exist, ask the user which one before fetching any data.
Default period: this month (SubscriptionDate.ThisMonth).
Accept natural-language overrides from $ARGUMENTS and map to the closest
allowed filter_by value, or use SubscriptionDate.CustomDate with explicit
from_date / to_date when the user names a specific range.
Allowed filter_by values:
ThisMonth · ThisQuarter · ThisYear ·
PreviousMonth · PreviousQuarter · PreviousYear ·
LastThreeMonths · LastTwelveMonths · CustomDate
Fetch (run all calls in parallel)
| # | Tool | Params |
|---|---|---|
| 1 | ZohoBilling_Get_MRR_Report |
current period · group_by: [{field: month_start_time, group: report}] |
| 2 | ZohoBilling_Get_MRR_Report |
prior comparable period (one step back) |
| 3 | ZohoBilling_Get_Gross_MRR_Report |
current period · same group_by |
Call 2 derives the prior period:
- ThisMonth → PreviousMonth
- ThisQuarter → PreviousQuarter
- ThisYear → PreviousYear
- LastThreeMonths → CustomDate 3 months earlier
- CustomDate → shift the same span one period back
Output
Render a MRR waterfall table. See references/output-format.md for the exact format and health-call rules.
Required rows (in order): Previous MRR → + New → + Expansion → + Reactivation → − Contraction → − Churn → Net MRR
For each row show: current value · prior value · Δ absolute · Δ %.
End with:
- Health call: 🟢 Green / 🟡 Yellow / 🔴 Red (see output-format.md for rules)
- Biggest driver: one sentence naming the largest positive and negative component
- Gross vs Net gap: if gross MRR exceeds net MRR by > 20%, add ⚠ discount-leakage flag
Constraints
- Use API
totalfields — never manually sum paginated rows - Show $0 for any component that returns null or zero — do not omit rows
- If prior period is unavailable (new org), show current period only with a note
- Never estimate, interpolate, or extrapolate — report only what the API returns
- Propose-only: no write actions
Edge cases
- Partial month: label the period "Jun 1–29 (partial)" not "June"
- All zeros: report $0 MRR with note "No subscription activity in this period"
- filter_by unrecognised: ask the user to clarify before calling any tool