Recurring Revenue Dataset

This dataset combines fields from the Recurring Revenue record type so that you can analyze data from subscriptions by customer, subscription, billing account, item, and other options.

The recurring revenue record is the base record for the dataset. Each subscription line record has an associated recurring revenue record that records all recurring revenue and changes to recurring revenue over the subscription term.

The record includes the following fields:

• Revenue Month End Date

• Recurring Revenue

• Revenue – New or Churn

• Revenue – Upsell or Downsell

• Revenue – Ignored

• Revenue – Renewed

• Revenue – Available to Renew

• Revenue – Delta from Scheduled Pricing Changes

• Internal ID

• External ID

• Status

• Subscription Line

This template is not based on an existing saved search.

Dataset Configuration

The Recurring Revenue dataset combines fields from one record type and one criteria field. To edit the dataset, see Defining a Dataset.

The template is configured as follows:

Root Record Type	Joined Record Types	Custom Formula Fields	Data Grid	Criteria Filters
Monthly Recurring Revenue	Subscription Subscription Line Billing Account Customer	Pricing and Subscription Line Dates Align Pricing and Subscription Line No. Match Revenue – Scheduled Upsell Revenue – Scheduled Downsell Revenue Ending – Renew to Retain	Subscription Line Number Subscription Line Type Subscription Line Status Subscription Line Start Date Subscription Line End Date Sales Order Sales Order Line Number Subscription Start Date Subscription End Date Billing Account Start Date Actual Months Since Revenue Month Up-for-Renewal Date Recurring Revenue Amount Other Amount Up-for-Renewal Amount Current Recurring Revenue Renewed Amount Date Currency Item Customer Class Department Location Subsidiary Sales Rep Status Subscription Start Date Subscription End Date Subscription Plan Price Book Billing Account Billing Account Start Date	(none)

General Notices