How Upgrade Proration Works

When upgrading mid-term, the new monthly price per asset applies to ALL assets (both original and new) from the upgrade date forward. The calculator:

• Calculates the amount already consumed at the original monthly rate
• Determines the new monthly rate for all assets going forward
• Prorates the difference for the remaining contract period
• Applies partner discount first, then other discount on the discounted amount
• Does NOT apply the new rate retroactively

Dollar-Based Upgrade Calculation

This calculator handles upgrades based on total contract value, automatically converting between different billing periods (monthly, quarterly, yearly) to ensure accurate proration.

• Normalizes all values to a common time basis for calculation
• Calculates credit for unused portion of original contract
• Determines prorated cost for new contract pricing
• Shows expected renewal in all three billing formats

How It Works

Proration: Calculates the partial charge for a subscription based on the actual days used within a billing period. The formula is: (Daily Rate) × (Days Used)

Coterming: Aligns multiple subscriptions to end on the same date. This calculates the prorated amount needed to extend each subscription to the target coterm date.

Use Cases: Mid-cycle upgrades, downgrades, cancellations, or consolidating multiple subscriptions to a single renewal date.