Viewing Revenue KPIs
A KPI scorecard is a strategic tool that provides business leaders with a clear, real-time view of KPIs related to revenue and growth.
By consolidating critical metrics such as MRR, ARR, and customer growth, the scorecard enables informed, data-driven decisions that drive business performance.
Revenue KPI Scorecard Key Components
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Data sources - Subscriptions, contracts, and billing information from NetSuite.
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Visualization - KPI tiles (ARR and MRR Recurring Revenue, Bookings, Growth Rate, and Customer Growth Rate). Summary tables showing KPI values, variance, and percentage variance.
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Filters - Metric (ARR or MRR), subsidiary, customer, item, department, class, and location.
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Reporting periods - Period and comparison period to analyze and compare results. To set up the period and comparison period, see Setting the Comparison Period.
KPI Definitions
The following tables list the KPI definitions and what each KPI reveals.
|
KPI |
Definition |
Purpose |
|---|---|---|
|
Revenue |
Total income recognized from active subscriptions or service contracts during the selected period. |
Shows overall business earnings and highlights changes in financial performance over time. |
|
Total Contract Value (TCV) |
Full value of a customer contract, including all recurring and one-time charges, over the contract's entire term. |
Indicates the total financial commitment from customers and helps assess the value of new deals. |
|
Lifetime Value (LTV) |
Estimated total revenue expected from a customer throughout their relationship with your business. |
Reveals long-term customer profitability and supports decisions on customer acquisition and retention. |
|
Growth Rate |
Percentage increase or decrease in revenue over the selected period. |
Highlights the pace of business expansion or contraction and helps identify revenue trends. |
|
Customer Growth Rate |
Percentage change in the number of paying customers during the selected period. |
Shows whether growth is driven by acquiring new customers or retaining existing ones. |
The scorecard updates based on your selections and your access permissions.
To view the revenue KPI scorecard:
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Go to Subscription Metrics > Revenue Metrics > View.
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From the Metric filter, select ARR or MRR.
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(Optional) Apply the applicable filters.
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Choose the period and comparison period to view current and previous values for each KPI.
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Review the KPI tiles for key numbers.
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Check the summary table for values, variance, and percentage variance.
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Click the Revenue amount in the table to open a detailed, transaction-level report.
For further analysis, you can export the detailed Revenue report to CSV.
For deeper analysis, explore other dashboard portlets such as roll forward reports and graphs.