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Available with new Stripe connections only

The ARR Build Blueprint is currently only available for workspaces with new Stripe connections.

If you have an existing ARR build with a existing Stripe datasource, your existing ARR build and dashboards remain unchanged and will continue to work as normal. There is no action you need to take. We'll let you know once access to new features like corrections and exclusions are available in your workspace.

Your ARR Build Blueprint's configuration settings will handle the majority of the revenue logic used to define your Stripe ARR Build.

However, there may be cases where you want to make one-off corrections to your underlying Stripe invoices data, such as adjusting the revenue recognition date for a particular invoice. You may also want to exclude revenue from specific customers, invoices, or domains on an ongoing basis. You can do both these things directly from your Stripe ARR Build Blueprint.

Correcting Stripe invoices

You can view or edit all corrections that have been made to-date from the Data corrections tab of your ARR Build Blueprint.

To make a correction:

1. Go to the Data corrections tab, and then navigate to Review data.
2. Select a customer to see a list of Stripe invoices associated with that customer.
3. Choose the invoice you want to correct.
4. Click Make a correction, then adjust the recurring revenue amount, earned date, or end date.
5. Add a note to describe the correction if needed.
6. Click Save changes.

Corrections will be marked with a purple label in the invoice list from the Review data screen. You can return to a corrected invoice at any time to edit the correction.

Managing exclusions

You can exclude specific customers or domains from your Stripe ARR Build Blueprint on an ongoing basis. To see a list of all exclusions made to date, go to Data corrections > Exclusions.

To exclude customers:

1. Go to Data corrections > Review data.
2. Select the customer you want to exclude.
3. Click Exclude customer to remove them from your ARR Build.

To reinclude, simply select Reinclude in ARR.

To exclude domains:

1. Go to Data corrections > Exclusions.
2. Type the domain name you want to exclude.
3. Click Exclude domain.

To reinclude a domain, click the "X" next to the excluded domain in the list.