What is a Quarterly Trend Report for Subscription Revenue?
Quarterly subscription revenue trend reports are indispensable analytical tools that hold immense value for sales managers and executives seeking to understand the multi-year growth patterns of their subscription-based businesses. These reports offer a vital feature by presenting a breakdown of recurring revenue from the past eight quarters, segmented by customer. Users can delve deeper into each quarterly segment to gain a month-by-month granular insight. At the apex of the report, a graphical representation illustrates the revenue trends across these quarters.
Purpose of Multi-year Subscription Revenue Trend Reports
Enterprises and institutions utilize multi-year subscription revenue trend reports to swiftly gain a holistic view of their recurring revenue streams on a per-customer basis. When seamlessly integrated into robust business practices within sales and customer service departments, these reports can yield several advantages, including improved cash flow, comprehensive customer account planning, and reduced chances of managerial blind spots concerning individual customer contributions to revenue over time.
Benefits to Users
By harnessing the insights derived from Quarterly Subscription Revenue Trend Reports, businesses can make more informed decisions and optimize their operations for increased efficiency. Access to comprehensive data on recurring revenue trends empowers users to identify patterns and anomalies, allowing them to fine-tune their strategies and align their efforts with the most effective approaches for their subscription-based enterprises. This data-driven approach enables proactive responses to customer needs, optimization of pricing structures, and more efficient resource allocation. Furthermore, it mitigates the risk of overlooking valuable customer contributions to revenue, ensuring a more precise and comprehensive understanding of the business landscape. Ultimately, these reports serve as a guiding compass for business users, leading them toward smarter, data-driven decisions and enhanced operational efficiency.
Multi-year Subscription Revenue Trend Report Example
Here is an example of an Eight Quarter Rolling Subscription Revenue trend report.
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: 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, 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
- View 100’s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- See how reports are designed in a modern report writer using a cloud-connected Excel add-in writer
- Discover how the Solver CPM solution delivers financial and operational reporting
- Discover how the Solver CPM solution delivers planning, budgeting and forecasting
- Watch demo videos of reporting, planning and dashboards
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: