Creating a Month-over-Month Financial Metrics Report in Mixpanel

Pawel A. · 2025-11-27T19:43:57.922Z

Hello, I'm trying to create a table-based report in Mixpanel that allows me to track key financial metrics with month-over-month growth comparisons. Could you please advise on how to set up a report that displays the following metrics grouped by month: • Revenue • Profit • Number of Transactions (or a similar transaction count metric) And, most importantly, includes a Month-over-Month (MoM) percentage change column for each of these metrics? What is the best type of report/view to achieve this, and what specific steps are required? Thank you for your help!

Creating a Month-over-Month Financial Metrics Report in Mixpanel | Mixpanel Community

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kapa.ai
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Hi Pawel A., Please stand by as I search the Mixpanel knowledge base for an AI-powered answer. I normally take about 15 seconds or so. In case AI cannot answer your question, feel free to reach out to Mixpanel support at mixpanel.com/get-support. If you have follow-up questions for this thread, please tag me again with your question: @kapa.ai <follow-up question> 👋
Feel free to ask a follow-up question once I've answered by mentioning me with @kapa.ai
kapa.ai
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Certainly! Here’s how you can set up a table-based report in Mixpanel to track Revenue, Profit, and Number of Transactions, grouped by month, with Month-over-Month (MoM) percentage change columns: ---
1. Report Type & View
The best report type for this use case is the Insights report with a Table chart visualization. Insights reports allow you to define multiple metrics, group them by time (e.g., month), and compare periods for MoM analysis Docs: Insights Basic Features.---
2. Setting Up the Metrics
- Revenue: Use the sum of your revenue property (e.g., amount or revenue) from your transaction events. - Profit: If you track profit as a property on your events, use the sum of that property. If not, you’ll need to ensure it’s available in your data. - Number of Transactions: Use the count of your transaction event (e.g., “Purchase” or “Order Completed”).You can add each as a separate metric in the Insights report.---
3. Grouping by Month
- In the Insights report, set the time granularity to Monthly. This will group your metrics by month in the table Docs: Insights Charts.---
4. Adding Month-over-Month (MoM) Percentage Change
- Use the Compare to Past feature in Insights. This allows you to compare each month’s value to the previous month and display the percentage change (MoM growth) Docs: Comparisons. - In the report, click the Compare to past button and select “Previous month.” You can also enable “Percent Change over Baseline” to show the MoM percentage change as a column in your table Docs: Insights Advanced.---
5. Table Visualization
- Switch the chart type to Table. This will display each metric as a column, grouped by month, with additional columns for the MoM percentage change if you’ve enabled comparisons.---
6. Summary of Steps
1. Go to Reports > Insights. 2. Add your metrics: sum of revenue, sum of profit, count of transactions. 3. Set the time granularity to Monthly. 4. Click Compare to past and select “Previous month” with “Percent Change over Baseline.” 5. Change the visualization to Table.---Note: - For Revenue and Profit, your data must include these as properties on your transaction events or be available via your data warehouse (using Warehouse Connectors) Docs: Revenue Analytics. - If you need to bring in financial data from your warehouse, use Mixpanel’s Warehouse Connectors and ensure your events have the necessary properties Docs: Grow Revenue.---This setup will give you a clear, month-by-month table of your key financial metrics, with MoM growth percentages for each, all within Mixpanel’s self-serve reporting interface.If you need more advanced calculations (e.g., custom profit formulas), you can use the Formula feature in Insights to create calculated metrics Docs: Insights Advanced.Let me know if you need more details on any step!
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.
Pawel A.
·
·
1.
"In the report, click the Compare to past button and select “Previous month.” "- BUT THERE IS NO “Previous month.”
2.
"You can also enable “Percent Change over Baseline” to show the MoM percentage change as a column in your table" - WHAT IS THE BASELINE IN THIS CASE?
Pawel A.
·
·
1.
kapa.ai "In the report, click the Compare to past button and select “Previous month.” "- BUT THERE IS NO “Previous month.”
2.
"You can also enable “Percent Change over Baseline” to show the MoM percentage change as a column in your table" - WHAT IS THE BASELINE IN THIS CASE?
kapa.ai
APP
·
·
Let me check the knowledge base for you again. One moment! 📚
kapa.ai
APP
·
·
Thank you for your follow-up questions. Here are clarifications based strictly on the Mixpanel documentation: ---
1. “Previous month” option in Compare to Past
According to Mixpanel’s documentation, the Compare to Past feature allows you to compare a metric against itself over different time periods, including previous day, week, month, quarter, and year. The documentation states: > Compare to past allows for comparing a metric against itself on a different time period. You are able to compare against the previous day, week, month, quarter and year. You are also able choose a custom time comparison window.
— Docs: Reports Overview - ComparisonsSo, there should be an option to compare to the “previous month” when using the Compare to Past feature. If you do not see this option, it may be due to the current time granularity or a UI update. The documentation, however, does explicitly mention “previous month” as a supported comparison.---
2. What is the “Baseline” in Percent Change over Baseline?
The “baseline” refers to the value of your metric in the previous time period you are comparing against. For example, if you are comparing this month to the previous month, the baseline is the value from the previous month. The “Percent Change over Baseline” option will show the percentage change from the previous period to the current period for each metric: > If you wish to see the lift of the current time period against the past time period, you can select the “Percent Change over Baseline” option to see the lift of your metric over time.
— Docs: Reports Overview - ComparisonsSo, in your case, for each month, the MoM percentage change column will show the percent difference compared to the previous month’s value (the baseline).---If you are not seeing these options in your Mixpanel UI, it may be due to specific project settings, permissions, or a recent UI change not reflected in the documentation. But according to the official sources, both features should be available as described.
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.

kapa.ai
APP
·
·
Hi Pawel A., Please stand by as I search the Mixpanel knowledge base for an AI-powered answer. I normally take about 15 seconds or so. In case AI cannot answer your question, feel free to reach out to Mixpanel support at mixpanel.com/get-support. If you have follow-up questions for this thread, please tag me again with your question: @kapa.ai <follow-up question> 👋
Feel free to ask a follow-up question once I've answered by mentioning me with @kapa.ai
kapa.ai
APP
·
·
Certainly! Here’s how you can set up a table-based report in Mixpanel to track Revenue, Profit, and Number of Transactions, grouped by month, with Month-over-Month (MoM) percentage change columns: ---
1. Report Type & View
The best report type for this use case is the Insights report with a Table chart visualization. Insights reports allow you to define multiple metrics, group them by time (e.g., month), and compare periods for MoM analysis Docs: Insights Basic Features.---
2. Setting Up the Metrics
- Revenue: Use the sum of your revenue property (e.g., amount or revenue) from your transaction events. - Profit: If you track profit as a property on your events, use the sum of that property. If not, you’ll need to ensure it’s available in your data. - Number of Transactions: Use the count of your transaction event (e.g., “Purchase” or “Order Completed”).You can add each as a separate metric in the Insights report.---
3. Grouping by Month
- In the Insights report, set the time granularity to Monthly. This will group your metrics by month in the table Docs: Insights Charts.---
4. Adding Month-over-Month (MoM) Percentage Change
- Use the Compare to Past feature in Insights. This allows you to compare each month’s value to the previous month and display the percentage change (MoM growth) Docs: Comparisons. - In the report, click the Compare to past button and select “Previous month.” You can also enable “Percent Change over Baseline” to show the MoM percentage change as a column in your table Docs: Insights Advanced.---
5. Table Visualization
- Switch the chart type to Table. This will display each metric as a column, grouped by month, with additional columns for the MoM percentage change if you’ve enabled comparisons.---
6. Summary of Steps
1. Go to Reports > Insights. 2. Add your metrics: sum of revenue, sum of profit, count of transactions. 3. Set the time granularity to Monthly. 4. Click Compare to past and select “Previous month” with “Percent Change over Baseline.” 5. Change the visualization to Table.---Note: - For Revenue and Profit, your data must include these as properties on your transaction events or be available via your data warehouse (using Warehouse Connectors) Docs: Revenue Analytics. - If you need to bring in financial data from your warehouse, use Mixpanel’s Warehouse Connectors and ensure your events have the necessary properties Docs: Grow Revenue.---This setup will give you a clear, month-by-month table of your key financial metrics, with MoM growth percentages for each, all within Mixpanel’s self-serve reporting interface.If you need more advanced calculations (e.g., custom profit formulas), you can use the Formula feature in Insights to create calculated metrics Docs: Insights Advanced.Let me know if you need more details on any step!
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.
Pawel A.
·
·
1.
"In the report, click the Compare to past button and select “Previous month.” "- BUT THERE IS NO “Previous month.”
2.
"You can also enable “Percent Change over Baseline” to show the MoM percentage change as a column in your table" - WHAT IS THE BASELINE IN THIS CASE?
Pawel A.
·
·
1.
kapa.ai "In the report, click the Compare to past button and select “Previous month.” "- BUT THERE IS NO “Previous month.”
2.
"You can also enable “Percent Change over Baseline” to show the MoM percentage change as a column in your table" - WHAT IS THE BASELINE IN THIS CASE?
kapa.ai
APP
·
·
Let me check the knowledge base for you again. One moment! 📚
kapa.ai
APP
·
·
Thank you for your follow-up questions. Here are clarifications based strictly on the Mixpanel documentation: ---
1. “Previous month” option in Compare to Past
According to Mixpanel’s documentation, the Compare to Past feature allows you to compare a metric against itself over different time periods, including previous day, week, month, quarter, and year. The documentation states: > Compare to past allows for comparing a metric against itself on a different time period. You are able to compare against the previous day, week, month, quarter and year. You are also able choose a custom time comparison window.
— Docs: Reports Overview - ComparisonsSo, there should be an option to compare to the “previous month” when using the Compare to Past feature. If you do not see this option, it may be due to the current time granularity or a UI update. The documentation, however, does explicitly mention “previous month” as a supported comparison.---
2. What is the “Baseline” in Percent Change over Baseline?
The “baseline” refers to the value of your metric in the previous time period you are comparing against. For example, if you are comparing this month to the previous month, the baseline is the value from the previous month. The “Percent Change over Baseline” option will show the percentage change from the previous period to the current period for each metric: > If you wish to see the lift of the current time period against the past time period, you can select the “Percent Change over Baseline” option to see the lift of your metric over time.
— Docs: Reports Overview - ComparisonsSo, in your case, for each month, the MoM percentage change column will show the percent difference compared to the previous month’s value (the baseline).---If you are not seeing these options in your Mixpanel UI, it may be due to specific project settings, permissions, or a recent UI change not reflected in the documentation. But according to the official sources, both features should be available as described.
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.

Creating a Month-over-Month Financial Metrics Report in Mixpanel

6 comments

1. Report Type & View

2. Setting Up the Metrics

3. Grouping by Month

4. Adding Month-over-Month (MoM) Percentage Change

5. Table Visualization

6. Summary of Steps

1. “Previous month” option in Compare to Past

2. What is the “Baseline” in Percent Change over Baseline?