Quarterly Subscription Revenue Trend Report for Dynamics 365 Business Central

What is a Quarterly Trend Report for Subscription Revenue?

Quarterly trend reports for recurring revenue are invaluable analytical tools, frequently leveraged by sales managers and executives to assess the multi-year growth patterns of their subscription-based enterprises. These reports offer a crucial feature, displaying the preceding eight quarters’ worth of recurring revenue categorized by customer. Each quarterly segment can be expanded to provide a granular breakdown on a month-by-month basis. At the report’s summit, there’s an illustrative chart depicting the revenue trends throughout the quarters.

Purpose of Multi-year Subscription Revenue Trend Reports

Enterprises and institutions employ multi-year subscription revenue trend reports to swiftly acquire a holistic perspective on their recurring revenue streams per customer. When integrated into sound business practices within sales and customer service departments, these reports can enhance cash flow, facilitate comprehensive customer account planning, and diminish the likelihood of managerial blind spots concerning individual customer contributions to revenue over time.

Benefits to Users

Leveraging the insights gleaned from Quarterly Trend Reports for Subscription Revenue, business users can make more informed decisions and streamline their operations for enhanced efficiency. By having access to comprehensive data on recurring revenue trends, they can identify patterns and anomalies, enabling them to fine-tune their strategies and align their efforts with what works best for their subscription-based business. This data-driven approach empowers users to proactively address customer needs, optimize pricing structures, and allocate resources more effectively. Moreover, it reduces the risk of overlooking valuable customer contributions to revenue, ensuring a more accurate and comprehensive understanding of the business landscape. Ultimately, these reports serve as a compass for business users, guiding them towards smarter, data-driven decisions and improved 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 Dynamics 365 Business Central

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: 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

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: