Written by Nils R. | Sep 17, 2020 7:00:00 AM
What is
a
Subscription Revenue Trend by Customer Report
? Subscription revenue trend reports are considered essential for recurring revenue analysis and are often used by sales managers and accountants to review past or future monthly recurring revenue (MRR). Key functionality in this type of report shows selected customers in the rows and the MRR in the columns. In the example seen below, the Total column expands to display the past 48 individual months of MRR. The report can be run for any future or past month and will automatically present the prior 48 periods.
Purpose of
Subscription Revenue Trend Reports Companies and organizations use Subscription Revenue Trend Reports to easily see the month-by-month trend in MRR with customer detail. When used as part of good business practices in a sales and customer service department, a company can improve its cash flow planning, as well as, reduce the chances that managers have low visibility to individual customer contributions to MRR.
Subscription Revenue Trend Report
Example Here is an example of a Subscription Revenue Trend Report with a Total column that expands to see the 48 months of MRR by customer. [caption id="" align="alignnone" width="2560"]
Subscription Revenue Trend by Customer Report Example[/caption] You can find hundreds of additional examples
here.
Who Uses This Type of
Report
? The typical users of this type of report are: Sales and Customer Service Managers, Account Managers.
Other
Report
s Often Used in Conjunction with
Subscription Revenue Trend Reports Progressive Sales and Customer Service Departments sometimes use several different Subscription Revenue Trend Reports, along with subscription dashboards, detailed customer billing reports, deferred revenue reports and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Binary Stream, Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
Corporate Performance Management (CPM) Cloud Solutions and More Examples
