Patient Copilot vs Profitwell vs Stripe MRR

Overview: What Patient Copilot Includes in MRR | Dashboard Tab | MRR Source | Includes | Excludes |

| --- | --- | --- | --- | | Summary Tab | Combined MRR | MRR from both SaaS and Reselling subscriptions created inside Patient Copilot | Subscriptions created outside Patient Copilot | | SaaS Tab | SaaS MRR | Only MRR from SaaS subscriptions | Reselling and external subscriptions | | Reselling Tab (Coming Soon) | Reselling MRR | Only MRR from Reselling subscriptions | SaaS and external subscriptions | Important: MRR is calculated only from subscriptions created and managed within Patient Copilot. Subscriptions originating outside Patient Copilot (for example, directly in Stripe) are not included. * * * ## Comparison: MRR Calculation Across Platforms | Scenario | Patient Copilot (HL) | ProfitWell | Stripe | | --- | --- | --- | --- | | 1️⃣ Cancellation / Churn Timing | MRR is recognized until the actual cancellation date (i.e., the end of the billing cycle). If a subscription is scheduled for cancellation, it remains active until the cycle ends. | Recognizes MRR until the end of the billing cycle — i.e., MRR remains until the actual cancellation takes effect. | Cancelling immediately removes MRR at the time of cancellation, even if access continues until the end of the period. | | 2️⃣ New Business and Churn in the Same Month | Recognizes both new and churn MRR if both happen in the same month. | Excludes such customers entirely from that month’s calculation to avoid “double counting” (neither new nor churn recorded). | Recognizes both new and churn MRR in the same month, reflecting both transactions. | | 3️⃣ Discounts and Credits | Always subtracts discounts and credits before calculating MRR, regardless of duration or type. | Subtracts discounts/credits before MRR calculation. | Handles discounts differently: permanent (forever) coupons reduce MRR, while limited-time or one-off coupons may not. | | 4️⃣ One-Off Refunds | Ignored from MRR (not recurring). Only recurring price changes affect MRR. | Ignored from MRR unless refund permanently alters recurring value. | May reduce MRR if the refund cancels or modifies an active subscription in Stripe. | | 5️⃣ Paused Subscriptions | Considered as contraction. If resumed, it’s treated as expansion MRR. | Sets MRR to ** while paused**, then resumes MRR upon reactivation. | Also sets MRR to ** while paused**, with MRR returning when reactivated. | | 6️⃣ Free Plans / Trials | Excluded from MRR until upgraded to a paid plan. However, they do count as active subscribers in other metrics. | Excluded from MRR — only paid, recurring subscriptions count. | Excluded from MRR; trial revenue not included. | | 7️⃣ Past-Due Subscriptions | Treated as active until they move to “Cancelled” or “Unpaid” after the dunning process ends. | Same approach — remains active until marked as unpaid or cancelled. | Same — active and contributes to MRR until failure completes dunning and subscription cancels. | * * * ## Currency Handling All amounts are converted into USD before MRR is calculated. This ensures your agency’s dashboard presents comparable data across global customers. Coming soon: Multi-currency support for viewing MRR in your preferred local currency. * * * ## Tip: If Your MRR Looks Different If you spot any unexpected variations, for example: - A subscription’s MRR looks higher/lower than Stripe, or - An expansion or churn didn’t appear as expected? Contact our Support Team via the in-app chat or submit a support request. Our team can trace the subscription events, discounts, and states to confirm how the value was derived. Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article