How do I analyze subscription trend reports?

Using the Oracle Business Intelligence (BI) and Oracle Transactional Business Intelligence (OTBI) subject areas, Subscription Management lets you report on key subscription metrics based on aggregated data.

You can analyze key subscription metrics by subscription product or customer. And, you can aggregate the subscription data based on the monthly, quarterly, and yearly periods.

Predefined Dashboards

Subscription Management comes with several predefined dashboards. The dashboards consist of prebuilt reports that you can use to analyze your subscription data.

The predefined dashboards are:

• Subscriptions Overview Dashboard

  A dashboard to analyze your subscription data across all customers and products.

• Customer Dashboard

  A dashboard to analyze subscription data for one or more customers.

• Product Dashboard

  A dashboard to analyze subscription data for one or more subscription products.

• Cohort Retention Dashboard

  A dashboard to track monthly recurring revenue (MRR), total contract value (TCV), and the number of customers for a given cohort across time. A cohort is a distinct group of customers with active subscriptions at the start of a period.

Predefined Subject Areas for Coverage Services

Subject areas let you report on various aspects of your coverage subscriptions:

• Subscription Management - Covered Levels Real Time Subject Area: You can analyze various covered levels by customer, product, status, and various dates.
• Subscription Management - Coverage Entitlements and Adjustments Real Time: You can analyze coverage templates based on various entitlements and adjustments.
• Subscription Management - Subscription Billing Real Time: You can analyze billing lines for covered levels by customer, product, status, and various dates.

Additional Dashboards

Additionally, you can use these supplied dashboards. They can be found in /shared/Subscription Management/Embedded Content/Subscription Specialist/ in your Oracle Transaction Business Intelligence Catalog.

• Coverage Products Dashboard: You can view the list of coverage products and covered levels by searching for various fields like customer, business unit, dates etc. You can view coverage products and covered levels are about to expire and which ones have been terminated
• Subscriptions by Entitlements and Adjustments: You can view the list of coverage subscriptions that are covered by specific entitlements and adjustments, for example you can view a list of coverage subscriptions that have a coverage that provides 10% discount for labor.

Subscription Metrics in Prebuilt Reports

This table lists available subscription metrics in the prebuilt reports, with a description of how each subscription metric is calculated. A period can be either a month, a quarter, or a year.

For the current period, the metric is calculated as the day when the incremental scheduled process is run. For previous periods, the metric is calculated on the last day of the period.

Subscription Metrics	Calculation Method
Number of Active Customers	The total number of customers with an active subscription at the start or end of a period.
MRR	The total monthly recurring revenue of all active subscriptions at the start or end of a period.
TCV	The sum of the total contract value of all active subscriptions at the start or end of a period.
Average Revenue per Customer	The total MRR divided by the total number of active customers at the start or end of a period.
Net Revenue Retention	The total MRR at the end of a period divided by the total MRR at the start of that period.
Number of Subscriptions	The total number of active subscriptions at the start or end of a period.
Number of New Customers	The total number of new customers who started an active subscription in a period.
New MRR	The total MRR of active subscriptions that started in a period and which aren't a result of an amendment, suspension, or renewal of existing subscriptions.
Number of New Subscriptions	The total number of active subscriptions that started in a period and which aren't a result of an amendment, suspension, or renewal of existing subscriptions.
Discount	The sum of discounts applied in a period across all active subscriptions. The discount for a subscription is calculated by summing up the difference between the list price and the net price of bill lines for a period (when the list price is higher).
Termination MRR	The total MRR of active subscriptions that are closed in a period. This metric doesn't include closed subscriptions due to the amendment or suspension of existing subscriptions.
Number of Terminated subscriptions	The total number of active subscriptions that are terminated in a period. This metric doesn't include closed subscriptions due to the amendment or suspension of existing subscriptions.
MRR due for Renewal	The total MRR of active subscriptions ending in a period.
Activated Renewal MRR	The total MRR of active subscriptions that are renewed from existing subscriptions and started in a specific period.
Number of Renewed Subscriptions	The total number of active subscriptions that are renewed from existing subscriptions and started in a specific period.
Lapsed Renewal MRR	The total MRR of active subscriptions that expired in a period without being renewed.
Churned Renewal MRR	The total MRR of subscriptions that are renewed from existing subscriptions but canceled in a specific period.
Expansion MRR	The total increase in MRR due to active subscriptions that were amended in a period.
Contraction MRR	The total decrease in MRR due to active subscriptions that were amended in a period.
Number of New Customers	The number of customers who started an active subscription in a period. A customer without any active subscriptions in the prior periods.
Number of Churned Customers	The number of customers whose active subscriptions were either terminated or expired without renewal.
Number of Reactivated Customers	The number of previously churned customers who started another active subscription.
Reactivation MRR	The total MRR of active subscriptions that belong to reactivated customers in a period.
Absolute Revenue Churn	The sum of termination MRR, lapsed renewal MRR, and churned Renewal MRR in a period.
MRR Churn Rate	The absolute revenue churn in a period divided by the MRR at the beginning of a period.
Customer Churn Rate	The number of churned customers in a period divided by the number of active customers at the beginning of the period.
MRR Renewal Rate	The activated renewal MRR divided by the MRR due for renewal in a period.

You can also access additional metrics that enable you to report on the period-over-period increase or decrease in metrics like the number of active customers, average revenue per customer, and so on.

Subscription Scheduled Processes for Reports

Run these scheduled processes to refresh report data:

• Aggregate Historical Subscriptions Data for Reporting

• Aggregate Incremental Subscriptions Data for Reporting

Find Logic for Field Calculations

To find the logic for a field calculation:

1. Navigate to and edit the dashboard.
2. Click on the Criteria tab.
3. Click on the gear icon in the relevant column name.
4. Select edit option on the formula.

For more information about how to use analytics, see the Creating and Administering Analytics guide.