Recurring Revenue Workbook

This workbook is based on the SuiteAnalytics dataset and analyzes recurring revenue from subscriptions by customer, subscription, billing account, item, and other options.

Note:

Views are not in real time.

The following components are included in the workbook template:

Component	Name	Description
Table View	Upcoming Renewals	Upcoming means occurring in the near future. Renewals refers to subscriptions that will expire soon. The customer needs to renew the subscription by extending it or creating a new renewal subscription to maintain revenue.
Chart	Recurring Revenue Sources	Recurring Revenue refers to subscription revenue coming in at regular intervals. Sources refers to subscription items that generate the revenue.
Chart	Top 10 Performing Items Last Month	This block chart shows the relative size of revenue sources for the 10 highest revenue-generating items during the most recent month.
Chart	Monthly Recurring Revenue Year-Over-Year	Line chart comparing revenue generation year-over-year by month.
Pivot table	Current Month Recurring Revenue	This table displays monthly recurring revenue separated according to revenue source: existing recurring revenue upsells downsells churn new revenue Also included is the new recurring revenue sum at month end.
Pivot table	Monthly Recurring Revenue by Class	Class refers to segments that you can create to track records such as product lines or region. For example, you own a janitorial service and you want to track income and expenses separately for household and commercial accounts. You set up a class for each account type and track the financial performance of each class over any time period.

Component

Name

Description

Table View

Upcoming Renewals

Upcoming means occurring in the near future. Renewals refers to subscriptions that will expire soon. The customer needs to renew the subscription by extending it or creating a new renewal subscription to maintain revenue.

Chart

Recurring Revenue Sources

Recurring Revenue refers to subscription revenue coming in at regular intervals. Sources refers to subscription items that generate the revenue.

Chart

Top 10 Performing Items Last Month

This block chart shows the relative size of revenue sources for the 10 highest revenue-generating items during the most recent month.

Chart

Monthly Recurring Revenue Year-Over-Year

Line chart comparing revenue generation year-over-year by month.

Pivot table

Current Month Recurring Revenue

This table displays monthly recurring revenue separated according to revenue source:

existing recurring revenue
upsells
downsells
churn
new revenue

Also included is the new recurring revenue sum at month end.

Pivot table

Monthly Recurring Revenue by Class

Class refers to segments that you can create to track records such as product lines or region. For example, you own a janitorial service and you want to track income and expenses separately for household and commercial accounts. You set up a class for each account type and track the financial performance of each class over any time period.

General Notices