1. Order Management
  2. SaaS Metric Reporting
  3. Subscription Metrics
  4. Working with the Subscription Metrics Dashboards
  5. Working with the Revenue Metrics Dashboard
  6. Viewing ARR and MRR Roll Forward Reports

Viewing ARR and MRR Roll Forward Reports

The ARR and MRR roll forward report helps you monitor and analyze recurring revenue trends. Track monthly and yearly changes in revenue, including the impact of new sales, upsells, downsells, and churn.

The report shows starting and ending balances for each period and provides both summary and transaction-level insights. The roll forward report is especially helpful for companies with subscriptions or regular billing.

For information about the detail report, see Recurring Revenue Detail Report.

Roll Forward Report Key Components

The roll forward report includes the following key components:

  • Data sources - Recurring revenue transactions, including new sales, upsells, downsells, churn, and balances.

  • Visualization - Summary tables and detailed transaction views of revenue changes, starting and ending balances, and revenue movement types.

  • Filters - Metric (ARR or MRR), subsidiary, customer, item, department, class, and location.

  • Reporting periods - Start and end periods for analyzing revenue changes over time, up to 36 months.

  • Drill-down capability - Summary amounts with clickable links to transaction-level details for each revenue movement.

  • Export options - CSV export of summary and detailed data for further analysis.

Access Requirements

To drill down into the roll forward reports, you must have permissions for the following:

Revenue KPI reports require additional permissions for the following:

To view reports with more than 100,000 rows, you need access to SuiteAnalytics Connect. For more information, see SuiteAnalytics Connect.

Note:

When generating the report, note the following:

  • Reports include subscription records with inactive items if they match your selected subsidiary, customer, class, department, or location. Inactive items can't be filtered through the Item filter.

  • If you encounter errors during CSV import, try reducing data size using the dashboard filters.

To view the ARR and MRR roll forward report:

  1. Go to Subscription Metrics > Revenue Metrics > View.

  2. From the Metric filter, select ARR or MRR.

  3. (Optional) Apply filters to refine your results.

  4. Select the start period and end period you want to review.

  5. Review the summary report and drill down into specific amounts for transaction-level details.

    You can export details to CSV for further analysis.

Related Topics

General Notices