Viewing Revenue KPIs
A KPI scorecard gives you a clear, real-time view of KPIs related to revenue and growth. The scorecard consolidates critical metrics such as MRR, ARR, and customer growth. Use this information to make informed, data-driven decisions and improve business performance.
Revenue KPI Scorecard Key Components
The revenue KPI scorecard includes the following key components:
-
Data sources - Subscriptions, contracts, and billing information from NetSuite.
-
Visualization - KPI tiles for ARR and MRR recurring revenue, bookings, growth rate, and customer growth rate. Summary tables show KPI values, variance, and percentage variance.
-
Filters - Metric (ARR or MRR), subsidiary, customer, item, department, class, and location.
-
Reporting periods - Period and comparison period to analyze and compare results. To set up the period and comparison period, see Period and Comparison Period Options.
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:
-
Go to Subscription Metrics > Revenue Metrics > View.
-
From the Metric filter, select ARR or MRR.
-
(Optional) Apply filters to refine your results.
-
Choose the period and comparison period to view current and earlier values for each KPI.
-
Review the KPI tiles for key numbers.
-
Check the summary table for values, variance, and percentage variance.
-
Click the Revenue amount in the table to open a detailed, transaction-level report.
You can export this report to CSV for further analysis.
For deeper analysis, explore other dashboard portlets such as roll forward reports and graphs.