1. Order Management
  2. SaaS Metric Reporting
  3. Subscription Metrics
  4. Accessing and Using the Subscription Metrics SuiteApp
  5. Viewing ARR and MRR Roll Forward Reports

Viewing ARR and MRR Roll Forward Reports

On the SaaS 360 dashboard, view MRR and ARR roll forward reports to see monthly and annual recurring revenue changes over up to 36 months. Detailed ARR and MRR reports are also available when you click on the new, upsell, downsell, beginning balance, ending balance, and churn amounts.

You can also customize the view by choosing Start Period and End Period fields.

Access Requirements

To drill down into the roll forward reports, you require the following:

  • You must permissions for the following:

    • Analytical Impact

    • Currency

    • SaaS Metrics

    • Transactions

  • Revenue KPI reports require additional permissions for the following:

    • Cash Sale

    • Invoice

    • Credit Memo transactions

  • To view reports with more than 100,000 rows, SuiteAnalytics Connect access is required. For more information, see SuiteAnalytics Connect.

Note:

When generating the report, note the following:

  • Reports include SaaS records with inactive items if they match the user's selected subsidiary, customer, class, department, or location. Inactive items cannot be filtered through the Item filter.

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

To view the ARR and MRR roll forward reports:

  1. Log in to NetSuite.

  2. On the SaaS 360 Dashboard tab, go to Revenue Metrics, click View.

  3. (Optional) Set filters for the dashboard reports. For more information, see Accessing and Using the Subscription Metrics SuiteApp.

  4. Go to the Roll Forward Report portlet. Click the ARR or MRR subtab to display the following reports.

    • ARR roll forward report – This report shows the ARR beginning balance, new, upsell, downsell, churn, and ending balance amounts per month for the current year. Amounts are shown in the subsidiary's currency. ARR amounts are annualized. For contracts with terms that are less than or equal to 12 months, the ARR amount is the contract amount. For contracts with terms greater than 12 months, the ARR amount is computed as the contract amount, divided by the term, and multiplied by 12.

    • MRR roll forward report – This report shows the MRR new, renewal, upsell, downsell, and churn amounts per month for the current year. Amounts are shown in the subsidiary's currency. MRR amounts are computed monthly. For example, if you have a contract in January amounting to $12,000 USD with a 12-month term, this amount appears as $1,000 USD every month from January to December. MRR is computed as the contract amount divided by the term in months. If the contract term is less than one month, the MRR is the contract amount.

  5. (Optional) Click new, upsell, downsell, beginning balance, ending balance, or churn amounts in the ARR and MRR roll forward report to see details. The detailed ARR and MRR reports show the transactions that contribute to the computation of the amount.

To export the report as a CSV file, click the Export to CSV link at the upper right corner of the ARR Details or MRR Details table.

The following table shows the information in the ARR and MRR detailed report.

Columns

Descriptions

SaaS Metric ID

This column displays the SaaS metric record ID.

Revenue Month End Date

This column displays the last day of the month in which revenue was most recently generated for this metric.

Subsidiary

This column displays the subsidiary of the transaction.

Customer

This column displays the customer for the transaction.

Item

This column displays the renewable item in the transaction.

Department

This column displays the department for the transaction.

Class

This column displays the class for the transaction.

Location

This column displays the location for the transaction.

Start Date

This column displays the start date of the transaction.

End Date

This column displays the end date of the transaction.

Term (Months)

This column displays the contract term in months.

Source Transaction

This column displays the transaction ID.

Source Line

This column displays the transaction line ID

Source Record Type

This column displays the transaction type.

Source Currency

This column displays the currency used in the transaction.

Beginning Balance (Source Currency)

This column displays the balance amount in the currency of the transaction.

Beginning Balance

This column displays the balance amount in the subsidiary’s currency.

Related Topics

General Notices