Data Structure
Level of aggregation
Monthly
List price of our data
150k
Name 2 KPIs an investor may be interested in tracking via spend data
Product retention rates, product expansion expansion rates, new customer acquisition numbers, category-level trends
Delivery frequency
Weekly
The only product currently tracked in the consumption table
DocuSign
How would I track churn via the spend table?
Changes in customer count (offset by lost_panelist numbers)
The difference between LATEST and SNAPSHOT tables
Backfilled vs. point in time
The two legal requirements for data to appear
Will you track more license consumption than DocuSign in the future?
Yes. The team is building integrations with multiple platforms to track consumption. They are prioritizing AI token consumption (Claude, OpenAI) and data lakes (Snowflake)
The reason we cannot aggregate more granularly
Not enough datapoints in weekly aggregates - need at least 2 per time period.
Approximate number of companies covered
2000
Why names may differ between contracts and spend table
Spend only captures what is on the transaction.
Contract has the full contract terms including app name
How the panel is normalized
Lost / gained panelist columns denote when someone joins / churns from the software
Name all 5 tables
Spend, contract, license utilization, consumption, macro
Why a product_id wouldn't appear but a vendor_id would
We only matched on a Vendor level - usually due to spend transactions only including vendor name, not app name