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Subscription Revenue by Customer Report Example

What is a Subscription Revenue by Customer Report?

Subscription revenue reports with customer detail are considered customer reports and are often used by sales managers to analyze monthly sales and revenue per customer. Key functionality in this type of report shows monthly subscription revenue per customer. It also calculates average revenue per customer as well each customer’s % of the average. The figures and the column chart are ranked from high performer to low performer. You will find an example of this type of report below.

Purpose of Customer-Focused Subscription Revenue Reports

Companies and organizations use Customer-Focused Subscription Revenue Reports to track each customer’s contribution to the current month’s revenue. When used as part of good business practices in a sales department, a company can improve its ability to quickly spot top and bottom performers, as well as, reduce the chances that sales issues at the customer level go undetected.

Customer-Focused Subscription Revenue Report Example

Here is an example of a Subscription Revenue by Customer.

Subscription Revenue by Customer Report Example

Subscription Revenue by Customer Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: Sales Managers.

Other Reports Often Used in Conjunction with Customer-Focused Subscription Revenue Reports

Progressive Sales Departments sometimes use several different Customer-Focused Subscription Revenue Reports, along with subscription dashboards, detailed customer sales 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

Subscription Revenue by Product Report Example

What is a Subscription Revenue by Product Report?

Subscription revenue reports with product detail are considered analysis tools and are often used by product managers and sales executives to review product performance. Key functionality in this type of report shows monthly subscription revenue per item. It also calculates average revenue per item as well as each product’s % of the average. The figures and the column chart are ranked from high to low performer. You will find an example of this type of report below.

Purpose of Subscription Revenue by Product Reports

Companies and organizations use Subscription Revenue by Product reports to track each item’s revenue for the current month. When used as part of good business practices in a sales department, a company can improve its ability to quickly spot top and bottom performers as well as reduce the chances that sales issues at the item level go undetected.

Subscription Revenue by Product Example

Here is an example of a Subscription Revenue by Product.

Subscription Revenue by Product Report Example

Subscription Revenue by Product Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: Product Managers, Sales Managers.

Other Reports Often Used in Conjunction with Subscription Revenue by Product

Progressive Sales Departments sometimes use several different Subscription Revenue by Product, along with subscription dashboards, detailed product sales 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: 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

Recurring Revenue and Churn Analysis Report Example

What is a Recurring Revenue and Churn Analysis Report?

Recurring revenue and churn analysis reports are considered subscription management tools and are often used by sales managers and accountants to track important customer and contract metrics. Key functionality in this type of report tracks trends and variances for Monthly Recurring Revenue (MRR), new sales, upgrades, downgrades and churn. It also shows customer count at the beginning and end of the current period. Charts and traffic lights simplifies the analysis. You will find an example of this type of report below.

Purpose of Recurring Revenue and Churn Reports

Companies and organizations use Recurring Revenue and Churn Reports to keep a keen eye on how their MRR and the underlying drivers are trending. When used as part of good business practices in a sales and customer service department, a company can improve its managers’ ability to quickly track the performance of their subscription business, as well as, reduce the chances of losing valuable time if any opportunities or issues are discovered late.

Recurring Revenue and Churn Report Example

Here is an example of a Subscription Revenue Trend Report with MRR and churn analysis.

Recurring Revenue and Churn Analysis Report Example

Recurring Revenue and Churn Analysis Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: Boards, Executive Teams, CFOs, Sales Managers, Customer Success Managers.

Other Reports Often Used in Conjunction with Recurring Revenue and Churn Reports

Progressive Sales and Customer Service Departments sometimes use several different Recurring Revenue and Churn 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: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Binary Stream, 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

Quarterly Trend Report for Subscription Revenue Example

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. Key functionality in this type of report 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 low visibility to tracking 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

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 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

Subscription Revenue Trend by Customer Report Example

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). Key functionality in this type of report 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 have low visibility to individual customer contributions 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.

Subscription Revenue Trend by Customer Report Example

Subscription Revenue Trend by Customer Report Example

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: 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

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An increasing number of companies are adding subscriptions as one of the revenue models to their business. Two different examples of this service include:

  • Netflix, which is a 100% subscription-based company focused on B-to-C, or business to consumers.
  • Microsoft, which originated in an era where software sold as one-time licenses, has today become an increasingly subscription-based software provider, with most of their software delivered in a software-as-a-service (SaaS) model using their Azure cloud.

As companies begin to adopt subscription-based revenue models for their customers, accounting departments and finance teams find themselves in a new struggle. Tasks that once were relatively easy in a world of “one and done” sales deals, like invoicing, reporting and analysis, and budgeting for various types of subscription contracts can now be quite complex and time consuming. On top of that, companies now have to deal with monthly, annual and multi-year subscriptions. Other challenges center around existing customers and adding to or removing from their contracts, as well as, customer churn (cancelled subscriptions), and other complexities.

However, today’s customers using Microsoft’s two cloud accounting systems, Dynamics 365 Finance and Dynamics 365 Business Central are in luck. A Canadian software vendor by the name of Binary Stream has developed an add-in module called “Subscription Billing Management” (SBM), which in short allows accountants to elegantly manage their subscription contracts right within their Dynamics ERP system.

So, What About the Reporting, Budgeting and Forecasting for Subscription Data?

In collaboration with Binary Stream, the U.S.-based company, Solver, has expanded its Microsoft Dynamics 365 Finance and Dynamics 365 Business Central integrations to include key information from Binary Stream’s Subscription Billing Management app.

Solver is a modern Microsoft Azure-based, multi-tenant cloud solution that automates and streamlines reporting and planning processes. It is often referred to as a Corporate Performance Management (CPM) solution.

With Solver integrated to the Dynamics ERPs, as well as the Binary Stream app, customers benefit from financial and operational reporting that includes their subscription data, all in one single cloud portal. Furthermore, they can use Binary Stream SBM’s subscription data as a basis for single and multi-year revenue forecasts.

What are Examples of Subscription Reports and Budgets?  

The following are examples of specific reports and budget input forms created in Solver and based on actual subscription data flowing in from the integration available through Binary Stream’s SMB for Microsoft Dynamics app.

This first example shows a multi-year forecast going up to 10 years into the future. Based on the drivers seen in the yellow cells in the top left corner, the user can quickly generate monthly and annual subscription revenue forecasts.

Multi-year subscription revenue and churn budgeting and forecasting with monthly detail

Multi-year subscription revenue and churn budgeting and forecasting with monthly detail

When it comes to reporting, a flexible report writer like the one in Solver, can provide a multitude of report types to slice and dice subscription related data by metric, customer, and product.

The report below shows monthly recurring revenue (MRR) with metrics for new sales, upgrades/downgrades and churn. It also shows the monthly trend for the ending MRR.

Dashboard analysis of subscription metrics like MRR and Churn

Dashboard analysis of subscription metrics like MRR and Churn

The report below shows a chart and data on an eight-quarter rolling basis. This makes it easy for users to analyze subscription revenue over multiple years. Any individual quarterly column can be expanded to display detail for the three underlying months.

Eight quarter rolling subscription revenue report with monthly detail

Eight quarter rolling subscription revenue report with monthly detail

The Scheduled Billing report example seen below can be run for any given period. It helps accountants see the specific payment status per invoice per customer, including total, balance, deferred and recognized amounts.

Scheduled billing report showing recognized and deferred revenue per customer

Scheduled billing report showing recognized and deferred revenue per customer

Sometimes the finance team needs to analyze deferred revenue by customer. The example below shows deferrals by month for the remainder of the current year and then displays the summary for the next three years into the future.

Multi-year deferred revenue by customer report for the next three years

Multi-year deferred revenue by customer report for the next three years

In conclusion, as a company with a subscription-driven business model, you have a solid cloud-based accounting system with Microsoft Dynamics Finance or Dynamics Business Central. When adding Binary Stream’s app for Subscription Billing Management, you get a specialty add-in that is completely focused on helping you manage your subscriptions. By connecting Solver’s cloud-based reporting and planning solution, you now have a best-in-class suite to not only help with day-to-day accounting and analysis, but can also keep a keen eye on the future with world-class budgeting and forecasting functionality.

LOS ANGELES, CA. – August 5, 2020 – Solver, ranked among the highest rated companies in cloud-based Corporate Performance Management (CPM) for customer satisfaction by G2, announced its partnership with Binary Stream, a Gold Enterprise Resource Planning Partner Independent Software Vendor (ISV) delivering scalable software solutions simplifying company processes, such as subscription billing automation for Enterprise Resource Planning (ERP) customers.

Solver and Binary Stream have partnered to integrate Solver’s cloud-based CPM application with Binary Stream’s enterprise-grade software solution to offer customers a pre-configured integration and pre-built report templates.  With this partnership, Microsoft Dynamics 365 Business Central customers using Binary Stream’s Multi-Entity Management and Subscription Billing Management apps can now use Solver to create professional grade reports across all of their data.

The integration enables quick loading of dimensions and data from Binary Stream’s tables in Microsoft Dynamics 365 Business Central. The report templates include more than 10 different layouts.  Subscription Billing Management reports include: Churn Analysis; MRR; Monthly revenue per product/customer; Eight quarter rolling subscription revenue trend; Scheduled billing; invoiced vs. recognized amount; Deferred revenue current year and next three years; and Subscription revenue forecasting. A report example is shown below:

Press Release Binary Stream Image 1

For Multi Entity Management, reports include: Consolidating P&L; and Multi-company benchmarking. An example of this report is shown below:

Press Release Binary Stream Image 2

By partnering together for this integration, Solver and Binary Stream are focusing on delivering rapid time-to-value for Microsoft Dynamics 365 Business Central customers looking for advanced cloud-based financial and operational reporting. Budgeting and Forecasting is also provided as an option.

“Our relationship with Binary Stream goes back many years. In fact, Solver is one of their customers. In this project, engineers from both companies collaborated together to configure the integrations and to discuss reporting ideas,” says Nils Rasmussen, CEO at Solver. He continues, “Our mutual goal is to enable faster and better decisions for our joint customers by making it faster and easier to deploy our cloud products together with Microsoft Dynamics 365 Business Central.”

Lak Chahal, President and CEO at Binary Stream added, “We are excited to collaborate and innovate in digital transformation with Solver, and to jointly offer Microsoft Dynamics 365 Finance and Dynamics 365 Business Central users with a streamlined way to access clearer insights and make better business decisions regardless of the complexity of their underlying processes and data.”

 

About Solver

With a quickly growing community of thousands of global customers and hundreds of partners worldwide, Solver provides a leading cloud Corporate Performance Management suite for Microsoft Dynamics 365 Finance and Business Central, Acumatica, SAP Business One, SAP ByDesign, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, NetSuite and other ERPs. Solver is ranked in the leader quadrant in the Corporate Performance Management (CPM) Software Grid on G2, Solver is also the overall Leader in Customer Experience Model in 2020 Dresner Wisdom of Crowds® Enterprise Performance Management Market Study and as a Microsoft Gold ISV Partner, Solver has won countless awards, including the Microsoft BI Partner of Year Award, recognition on the Gartner Group CPM Magic Quadrant, and Best Places to Work for a workplace culture that celebrates customer service, integrity, and innovation. Solver was named best in class for consulting continuity in Dresner’s Wisdom of Crowds EPM market report.  Solver is sold through its 12 global offices and a worldwide network of partners. For any questions, visit www.solverglobal.com or contact Solver at info@solverglobal.com.

 

About Binary Stream

Binary Stream is a Gold-Certified Microsoft ISV developing innovative solutions for digital transformation within both cloud and on-premise Microsoft Dynamics ERPs. Binary Stream’s award-winning solutions help streamline various business processes involving consolidation accounting, subscription management, property lease management, and healthcare supply chains. Being directly-embedded within the core platform, Binary Stream solutions extend the functionality of Dynamics 365 Finance, Dynamics 365 Business Central, and Dynamics GP.

With over 20 years of experience, Binary Stream continues to help organizations scale their businesses with robust functionality tailored to the finance, healthcare, real estate, manufacturing & distribution, and software industries. Over 2,000 organizations around the world trust Binary Stream to manage their financial processes with confidence and ease, while gaining the flexibility they need to cater to their customers. Backed by superb sales, development, implementation, and support teams, Binary Stream enables Microsoft Partners to provide their clients with future-proof solutions by building reliable, trust-worthy relationships. For any questions, please visit www.binarystream.com or contact Binary Stream at sales@binarystream.com.

Subscription Revenue Forecast Template Example

What is a Subscription Revenue Forecast Template?

Subscription Revenue Forecasts are considered one of the most important planning tools for any business with significant subscription revenue. They are used by executives and managers to estimate recurring revenue in future months and years. Key functionality in this type of forecast form uses drivers like New Deals, Deal Size and Churn to automatically calculate the forecast. The provided example has expandable columns for monthly detail and it goes 10 years into the future. You will find an example of this type of forecast form below.

Purpose of Subscription Revenue Forecast Models

Companies and organizations use Subscription Revenue Forecast Models to predict revenue streams, as accurately as possible, in coming months and years. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its planning for everything related to their annual recurring revenue (ARR) streams and customer retention, as well as, reduce the risk that customer-centric tactics lack management focus.

Subscription Revenue Forecast Model Example

Here is an example of a driver-based Subscription Revenue forecast template that calculates 10 years of future revenue streams.

Subscription Revenue Forecast Template Example

Subscription Revenue Forecast Template Example

You can find hundreds of additional examples here.

Who Uses This Type of Forecast Form?

The typical users of this type of forecast form are: The Board of Directors, Executives and Sales Managers.

Other Forecast Forms Often Used in Conjunction with Subscription Revenue Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Subscription Revenue Forecast Models, along with annual budgets 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 SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the 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) Technology Solutions and More Examples

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The best independent software vendors are working with other key third party Business Intelligence manufacturers to provide integrations that streamline BI processes and build true best-of-breed solutions for your team.

Do you have a machine, an appliance, or application at home or in the office that you only use for the reason(s) you were used to with an older model?  For example, if you upgrade to a new car or a new blu-ray machine, there are usually features and functions that you did not have in your previous model that you don’t even know how to use or implement to enhance your experience.  If I were to guess, this is pretty common, whether it be your espresso machine or your Business Intelligence (BI) software.  However, the only person who misses out is you as the user.  In the case of a financial reporting tool or a full BI suite, you have the opportunity to not only maximize your results, but expand your data management and analysis into areas your team has never gone before – to infinity and beyond, right?
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