Subscription Revenue by Customer Report for Sage Intacct

What is a Subscription Revenue by Customer Report?

A Subscription Revenue by Customer Report, often categorized as a customer-centric analysis, is a valuable resource for sales managers aiming to delve into their monthly sales performance on a per-customer basis. This report offers crucial insights by highlighting the monthly subscription revenue generated by individual customers. Additionally, it calculates the average revenue per customer and the corresponding percentage contribution of each customer to this average. This data is then presented in the form of a column chart, clearly indicating the performance ranking from the highest revenue contributor to the lowest. To illustrate this, a practical example of the report is provided below.

Purpose of Customer-Focused Subscription Revenue Reports

Customer-Centric Subscription Revenue Reports play a pivotal role in the strategic operations of businesses and organizations. These reports enable companies to closely monitor the individual contributions of customers to their monthly revenue stream. When integrated into effective sales department practices, such reports empower businesses to swiftly identify their top-performing and underperforming customers. Furthermore, they act as a safeguard against overlooking sales-related issues at the customer level, ultimately enhancing the company’s capacity to make informed decisions and drive improvements in performance.

Benefits to Users

Leveraging a Subscription Revenue by Customer Report, bolstered by advanced AI-driven models and data analytics, can significantly enhance the decision-making process for business users and streamline their daily operations. Access to detailed insights on customer-specific revenue metrics empowers sales managers to make informed strategic decisions tailored to individual customer needs. These reports not only identify high and low performers but also uncover hidden trends and patterns. This enables users to proactively allocate resources, optimize sales strategies, and enhance customer relationships, resulting in improved efficiency and overall performance. In essence, these reports, supported by AI, serve as an indispensable tool for businesses looking to thrive in a data-driven world by enabling them to adapt and respond swiftly to changing market dynamics.

Customer-Focused Subscription Revenue Report Example

Here is an example of a Subscription Revenue by Customer.

Subscription Revenue by Customer Report for Sage Intacct

Subscription Revenue 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 Managers.

Other Reports Often Used in Conjunction with Customer-Focused Subscription Revenue Reports

Progressive Sales Departments sometimes use several different Customer-Focused Subscription Revenue Reports, along with subscription dashboards, detailed customer sales 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

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: