Subscription Revenue Trend by Customer Report for Acumatica

What is a Subscription Revenue Trend by Customer Report?

The Customer-Centric Subscription Revenue Trend Report plays a pivotal role in analyzing recurring revenue streams, serving as an invaluable resource for sales managers and accountants alike. Its primary purpose is to evaluate both historical and future Monthly Recurring Revenue (MRR). This report organizes selected customers in rows and arranges MRR data in columns. As exemplified below, the Total column expands to offer an all-encompassing view of the MRR spanning the past 48 months. This report can be generated for any past or future month, effortlessly providing data for the preceding 48 periods.

Purpose of Subscription Revenue Trend Reports

Organizations rely on Customer-Centric Subscription Revenue Trend Reports to gain detailed insights into MRR on a month-to-month basis, with a specific focus on individual customer details. When integrated into effective business practices within sales and customer service departments, these reports facilitate improved cash flow planning and reduce the risk of insufficient visibility into individual customer contributions to MRR for managers.

Benefits to Users

Leveraging a Customer-Centric Subscription Revenue Trend Report, bolstered by advanced data models and analytics, can significantly enhance the decision-making process and operational efficiency for business users. These reports offer actionable insights, empowering sales managers to spot trends, monitor customer contributions, and plan more effectively. Accountants can harness this data for more accurate financial forecasting. By automating report generation for various time frames, this model streamlines repetitive tasks, freeing up valuable time for business users to concentrate on strategic initiatives and personalized customer interactions. With improved access to comprehensive customer information and revenue trends, users can make well-informed decisions that drive revenue growth, optimize resources, and ultimately contribute to the overall success of the organization.

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.

Subscription Revenue Trend by Customer Report for Sage Intacct

Subscription Revenue Trend by Customer 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: Sales and Customer Service Managers, Account Managers.

Other Reports 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: 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: