Subscription Revenue Trend by Customer Report for Dynamics 365 Business Central

What is a Subscription Revenue Trend by Customer Report?

A Customer-Centric Subscription Revenue Trend Report is a vital tool in the analysis of recurring income streams. It serves as a valuable resource for sales managers and accountants, enabling them to assess historical and prospective Monthly Recurring Revenue (MRR). This report presents selected customers in the rows and MRR data in the columns. As illustrated in the example below, the Total column expands to provide a comprehensive view of the MRR for the previous 48 months. This report can be generated for any past or future month, automatically presenting data for the preceding 48 periods.

Purpose of Subscription Revenue Trend Reports

Organizations leverage Customer-Centric Subscription Revenue Trend Reports to gain a granular, month-to-month insight into MRR while focusing on individual customer specifics. When incorporated into sound business practices within sales and customer service departments, these reports facilitate enhanced cash flow planning and mitigate the risk of inadequate visibility into individual customer contributions to MRR for managers.

Benefits to Users

Utilizing a Customer-Centric Subscription Revenue Trend Report, powered by advanced data models and analytics, can significantly enhance the decision-making process and efficiency for business users. These reports provide actionable insights that allow sales managers to identify trends, track customer contributions, and plan more effectively. Accountants can use this data to better manage financial forecasts. By automating the generation of reports for different time frames, this type of model streamlines repetitive tasks, freeing up valuable time for business users to focus on strategic initiatives and personalized customer interactions. With improved access to detailed customer information and revenue trends, users can make 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 Dynamics 365 Business Central

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: 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

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