Quarterly Subscription Revenue Trend Report for Acumatica

What is a Quarterly Trend Report for Subscription Revenue?

A Quarterly Subscription Revenue Trend Report is an indispensable analytical tool that is widely utilized by sales managers and executives to evaluate the growth patterns of subscription-based businesses over multiple years. These reports provide a crucial feature by presenting a breakdown of recurring revenue for the past eight quarters, categorized by customers. Each quarterly segment can be expanded to provide a detailed month-by-month analysis, and the report also includes an illustrative chart at the top to visualize revenue trends over time.

Purpose of Multi-year Subscription Revenue Trend Reports

Organizations and institutions rely on multi-year subscription revenue trend reports to quickly gain a comprehensive understanding of their recurring revenue streams per customer. When integrated into robust business practices within sales and customer service departments, these reports can improve cash flow, enable thorough customer account planning, and reduce the risk of overlooking individual customer contributions to revenue over time.

Benefits to Users

By harnessing the insights derived from Quarterly Subscription Revenue Trend Reports, business users can make more informed decisions and streamline their operations for greater efficiency. Access to comprehensive data on recurring revenue trends empowers them to identify patterns and anomalies, allowing for fine-tuning of strategies and alignment of efforts with the most effective approaches for their subscription-based business. This data-driven approach facilitates proactive customer engagement, optimization of pricing structures, and more efficient resource allocation. Furthermore, it minimizes the chances of overlooking significant customer contributions to revenue, ensuring a precise and comprehensive understanding of the business landscape. Ultimately, these reports serve as a guiding tool for business users, leading them toward data-driven decision-making and enhanced operational efficiency.

Multi-year Subscription Revenue Trend Report Example

Here is an example of an Eight Quarter Rolling Subscription Revenue trend report.

Quarterly Subscription Revenue Trend Report for Acumatica

Quarterly Trend Report for Subscription Revenue Example from Solver

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 Reports Often Used in Conjunction with Multi-year Subscription Revenue Trend Reports

Progressive sales and customer service Departments sometimes use several different Multi-year 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: Acumatica, Sage Intacct, 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 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, 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

Only Solver delivers a one-day rapid deployment, including free and instant access to $100K of value available on Day 1 in the Solver Marketplace. Solver is committed to helping you with all your advanced planning and reporting needs, so you can Accelerate Better Decisions – starting now. Take a free tour of Solver for any of these ERPs: