Tech – Recurring Revenue Waterfall

What is a Waterfall Recurring Revenue Report? Waterfall reports for recurring revenues are considered subscription analysis tools and are often used by sales executives and budgeting managers to track current and future recurring revenues. Some of the key functionality in this type of report is that it displays actual recurring revenues by month and shows how a sales amount has been spread into future months in the current calendar year. In the columns on the right, the running year-to-date amount is automatically calculated and compared to the budget, with a variance column on the far right (not visible in the screenshot below). You find an example of this type of report below.

Purpose of Recurring Revenue Waterfall Reports Tech companies use Recurring Revenue Waterfall Reports to easily track recognized and upcoming subscription revenue amounts from existing contracts. When used as part of good business practices in a sales or FP&A department, a company can improve its revenue visibility and cash flow planning as well as reduce the chances that sales execs and planners forecast revenues without full understanding of revenues booked into future months.

Who Uses This Type of Report? The typical users of this type of report are: Sales executives, budget managers. Other Reports Often Used in Conjunction with Recurring Revenue Waterfall Reports Progressive sales or FP&A Departments sometimes use several different Recurring Revenue Waterfall Reports, along with sales reports, sales dashboards, recurring revenue dashboards, sales and revenue forecasts 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: 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 xFP&A solutions.

Built for technology finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Tech – Recurring Revenue Waterfall in Solver? The Tech – Recurring Revenue Waterfall is a pre-built xFP&A report template in Solver designed for technology organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for technology finance workflows.

Who uses this Solver report template? Cfos, fp&a managers, and technology finance teams in technology organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Salesforce and subscription billing systems such as Binary Stream can also be connected for unified SaaS and technology metrics. Once connected, the template updates in near real-time with no manual data entry required.

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