What is a Subscription Revenue Trend by Customer Report?
Subscription revenue trend reports are considered essential for recurring revenue analysis and are often used by sales managers and accountants to review past or future monthly recurring revenue (MRR). Some of the key functionality in this type of report is that it shows selected customers in the rows and the MRR in the columns. In the example seen below, the Total column expands to display the past 48 individual months of MRR. The report can be run for any future or past month and will automatically present the prior 48 periods.
Purpose of Subscription Revenue Trend Reports
Companies and organizations use Subscription Revenue Trend Reports to easily see the month-by-month trend in MRR with customer detail. When used as part of good business practices in a sales and customer service department, a company can improve its cash flow planning as well as reduce the chances that managers don’t have easy visibility to individual customer contribution to MRR.
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.
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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 Subscription Revenue Trend Reports
Progressive sales and customer service Departments sometimes use several different Subscription Revenue Trend Reports, along with subcription 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
- View 100â€™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