Daily Growth Pulse · Metric Definition

Gross New ARR vs Net New ARR

Both measure new ARR added in the window — not the total book (~$1.46M). Same cohort, two valuations: trued-up bookings vs actual cash collected.

Gross New ARR vs Net New ARR measurement The same new-paid-property cohort branches into two valuations of new ARR added in the window: Gross New ARR counts each property at a flat $99 (trued-up bookings), while Net New ARR sums those same properties' mapped succeeded Stripe charges (a floor, gross of refunds). COHORT New paid properties in window · homeId key employees excluded VALUE Count × $99 — trued up every property = $99 DIY $49 · guided $79 grossed up MAP Sum their Stripe cash charge→invoice→sub→homeId succeeded charges only NEW ARR Gross New ARR count × $99 · in window $18,414 yd — bookings, not cash NEW ARR Net New ARR mapped charges only · floor $16,072 yd · gross of refunds COUNT CASH $99 EACH Σ CASH Same cohort, new ARR added this window — Gross trues every home to $99; Net is only mapped cash that reached Stripe. LEGEND GROSS NEW — TRUED $99 (BOOKINGS) NET NEW — MAPPED CASH (FLOOR) NEW-PROPERTY COHORT

Bookings proxy

Gross New ARR

  • New paid properties added in the window × $99
  • Every home trued up to $99 — DIY ($49) and guided ($79) grossed up; DIY included
  • Annualized contract value, not cash and not total-company ARR
  • Yesterday $18,414 (186 × $99)

Real cash

Net New ARR

  • The same new properties' succeeded Stripe charges
  • Mapped charge→invoice→subscription→homeId
  • Mapped charges only = a floor; gross of refunds (D2 pending)
  • Yesterday $16,072 · Gross ≥ Net in current windows