What is a Subscription Revenue Trend by Customer Report?
What exactly is a Customer-Centric Subscription Revenue Trend Report? This report plays a pivotal role in analyzing continuous revenue streams and proves invaluable for sales managers and accountants alike. Its primary function is to evaluate the historical and prospective Monthly Recurring Revenue (MRR). The report arranges selected customers in rows and MRR data in columns. As depicted in the example below, the Total column expands to present a comprehensive 48-month snapshot of MRR. This report can be generated for any past or future month, automatically providing data for the preceding 48 periods.
Purpose of Subscription Revenue Trend Reports
The Purpose of Subscription Revenue Trend Reports is clear. Organizations utilize these reports to gain a month-to-month understanding of MRR, with a particular focus on individual customer details. When incorporated into sound business practices within sales and customer service departments, these reports aid in cash flow planning and reduce the risk of insufficient visibility into each customer’s contribution to MRR for managerial purposes.
Benefits to Users
The Benefits of using a Customer-Centric Subscription Revenue Trend Report, powered by advanced data models and analytics, are substantial. These reports offer actionable insights, enabling sales managers to identify trends, monitor customer contributions, and plan more effectively. Accountants can leverage this data for improved financial forecasting. By automating report generation for various timeframes, this model streamlines repetitive tasks, freeing up valuable time for business users to concentrate on strategic initiatives and personalized customer interactions. With enhanced access to detailed customer information and revenue trends, users can make informed decisions that boost revenue, optimize resources, and ultimately contribute to the organization’s overall success.
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.
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: 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: