What is a Monthly Support and Maintenance Sales Report?
Monthly support and maintenance sales reports are considered recurring revenue analysis tools and are used by CFOs, sales and support managers to analyze support subscription and maintenance revenues for any given period. Some of the main functionality in this type of report is that it displays KPIs and charts as a summary on top of the report with detailed transactions and aggregate totals at the bottom. KPIs include: Subscribed customers for maintenance, renewal customers for maintenance, subscribed customers for support services, and renewal customers for support services, as well as the total monthly quantity and sales amount. The detailed section of the report shows quantity and sales amount by product, by organization (e.g. reseller or customer) and region. You find an example of this type of report below.
Purpose of Support Subscription and Maintenance Sales Reports
Technology companies use Support Subscription and Maintenance Sales Reports to give managers a clear picture of revenue streams from new and renewal sales for support and maintenance. When used as part of good business practices in Accounting and Support departments, a company can improve its revenues and customer retention strategies, and it can reduce the chances that churn unexpectedly grows because managers lacks information.
Example of a Support Subscription and Maintenance Sales Report
Here is an example of a Monthly Support and Maintenance Sales Report with KPIs and transactional details.
You can find hundreds of additional examples here
Who Uses This Type of Report?
The typical users of this type of report are: CFOs, analysts, accountants, support managers, sales managers, subscription renewal managers.
Other Reports Often Used in Conjunction with Support SubscriptionÂ and Maintenance Sales Reports
Progressive Accounting and Support departments sometimes use several different Support SubscriptionÂ and Maintenance Sales Reports, along with ARR and MRR reports, churn reports, detailed transactional support and maintenance reports, subscription renewal reports, subscription revenue dashboards, sales forecast 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 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 100â€™s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- View a Technology industry white paper and other industry-specific information 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