What is a Quarterly Trend Report for Subscription Revenue?

Recurring revenue trend reports are considered key analysis tools and are often used by sales managers and executives to review multi-year growth trends for their subscription business. Some of the key functionality in this type of report is that it displays the past 8 quarters of recurring revenue by customer. Each quarterly column can be expanded to reveal the monthly detail behind it. The chart on top of the report shows the revenue trend by quarter.

Purpose of Multi-year Subscription Revenue Trend Reports

Companies and organizations use Multi-year Subscription Revenue Trend Reports to quickly get a big picture analysis of their recurring revenue by customer. When used as part of good business practices in a sales and customer service department, a company can improve its cash flow and related customer account planning as well as reduce the chances that managers don’t have easy visibility to individual customer contribution to revenue over time.

Multi-year Subscription Revenue Trend Report Example

Here is an example of an Eight Quarter Rolling Subscription Revenue trend report.

Quarterly Trend Report for Subscription Revenue Example

Quarterly Trend Report for Subscription Revenue Example

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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 Multi-year Subscription Revenue Trend Reports

Progressive sales and customer service Departments sometimes use several different Multi-year 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: 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 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