AR% Calculator

Upload SamCart CSV Exports

Load the subscriptions export first, then add the charges export to track all payment transactions.

Subscriptions Export

Subscriptions CSV

samcart → subscriptions → export → select all subscriptions, all time

Drag & drop or

Charges Export

Charges CSV

samcart → charges → export all charges, all time

Drag & drop or

Step 1 of 2 Awaiting subscriptions CSV…
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Step 1: Subscriptions CSV
Upload subscriptions export
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Step 2: Charges CSV
Required for accurate AR% calculations

AR% Dashboard

-- AR-to-Date

As of --
--%
Collected: £--
Contracted (to date): £--
Payments: -- of -- collected
Shows % of revenue collected OF what was contracted to be collected so far this month

--

Overall AR%

Click to see calculation

--

Total Clients

Click to see breakdown

--

Avg. Completion Time

Click to see calculation

--

Completion Rate

Click to see calculation

AR% by Calendar Month

Month Contracted Collected AR% New Clients Payments Due Payments Collected
No monthly data available

Exceptions & Edge Cases

Counts reflect subscriptions excluded from AR% along with items needing manual review.

Upload a CSV to see edge case breakdowns.

Top Anomalies To Review

Email Total Value Collected Note
No anomalies flagged

Balancing Payments Without Deposits

Email Name Total Value Row
No balancing exceptions

Monthly Contracted vs Collected Revenue

Payment Plan Distribution

AR% Heatmap

Strategy Recommendations

Upload CSV data to see recommendations

Client Journey Tracking

Client Plan Type Progress AR% Status Actions
No client data available

Copilot / MRR Analytics

Monthly Recurring Revenue from continuation subscriptions

Export Data

Processed Data Export

Download the complete processed dataset with AR% calculations

Monthly Summary Export

Download monthly AR% summary and statistics

Client Journey Export

Download detailed client payment journey data

Reconciliation: Airtable vs Calculator

Upload Airtable Months-AR Export

Upload your Airtable "Months-AR.csv" export to compare with Calculator results

Settings

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AI Analysis Settings

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Usage & Costs

API Calls This Month: 0
Estimated Cost: $0.00
Last Analysis: Never

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