Recurring Revenue and Churn Analysis Report for Sage Intacct

What is a Recurring Revenue and Churn Analysis Report?

Recurring Revenue and Churn Analysis Reports represent essential instruments in the realm of subscription management, frequently employed by sales managers and accountants to oversee vital customer and contract metrics. These reports excel in capturing patterns and deviations in Monthly Recurring Revenue (MRR), such as new sales, upgrades, downgrades, and churn. They also offer insights into customer counts at the commencement and conclusion of the current period. With the integration of charts and visual indicators, these reports simplify the analytical process. Below, you’ll find an illustrative example of such a report.

Purpose of Recurring Revenue and Churn Reports

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

Benefits to Users

These Recurring Revenue and Churn Analysis Reports, when combined with advanced AI-driven models like predictive analytics, have the potential to be transformative for business users. By harnessing the capabilities of data and automation, these tools enable decision-makers to make more informed choices. They offer real-time insights into customer behaviors and trends, enabling businesses to anticipate and proactively respond to fluctuations in their subscription revenue. Furthermore, the inherent automation features 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 the quality of decision-making but also empower teams to operate with greater 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 Sage Intacct

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: 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, 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: