Recurring Revenue and Churn Analysis Report for Acumatica

What is a Recurring Revenue and Churn Analysis Report?

Recurring revenue and churn analysis reports are essential instruments in the realm of subscription management. They are frequently wielded by sales managers and accountants to closely monitor pivotal customer and contract metrics. These reports shine in their ability to capture trends and variations in Monthly Recurring Revenue (MRR), track new sales, upgrades, downgrades, and churn rates. Moreover, they furnish insights into customer counts at both the beginning and end of the current period. By employing charts and traffic light indicators, these reports simplify the analytical process. Below, you’ll find an example of such a report.

Purpose of Recurring Revenue and Churn Reports

Companies and organizations deploy Recurring Revenue and Churn Reports to maintain a vigilant eye on the trajectory of their MRR and the factors influencing it. When seamlessly integrated into sound business practices, particularly within sales and customer service departments, these reports empower companies to swiftly evaluate the performance of their subscription-based endeavors and mitigate the risk of missed opportunities or delayed issue detection.

Benefits to Users

Paired with advanced AI-driven models like predictive analytics, these Recurring Revenue and Churn Analysis Reports can be transformative for businesses. By harnessing the potency of data and automation, these tools empower decision-makers to make more educated choices. They provide real-time insights into customer behaviors and trends, enabling businesses to anticipate and proactively respond to fluctuations in their subscription revenue. Furthermore, the automation capabilities inherent in such models streamline the processes of data collection, analysis, and reporting, allowing business users to allocate their time and resources more efficiently. In essence, these tools not only enhance decision-making quality but also enable teams to operate with increased agility and effectiveness, ultimately contributing to the overall success of the organization.

Recurring Revenue and Churn Report Example

Here is an example of a Subscription Revenue Trend Report with MRR and churn analysis.

Recurring Revenue and Churn Analysis Report for Acumatica

Recurring Revenue and Churn Analysis Report 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: Boards, Executive Teams, CFOs, Sales Managers, Customer Success Managers.

Other Reports Often Used in Conjunction with Recurring Revenue and Churn Reports

Progressive Sales and Customer Service Departments sometimes use several different Recurring Revenue and Churn 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, Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Binary Stream, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, 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: