Report Description & Purpose
The Contract Balance Report provides a consolidated view of Subscriptions across all customers, offering insights into Subscription characteristics at-a-glance. Some of the key information provided in this report includes Subscription Status, Start and End Dates, Total Contract Value (TCV), Monthly Recurring Revenue (MRR), Recognized Revenue, Deferred Revenue, Invoiced Amount and Unbilled Amount for each Subscription.
Features & Primary Benefits
- Review MMR, Recognized, & Deferred Revenue.
- Filter Subscriptions by Customer, Product, Plan and Contract Status to find relevant information quickly.
Predefined Filters
The following filters are automatically applied to the Contract Balance Report. Click the Filters arrow to expand the section and adjust the criteria as needed.
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Filter |
Criteria |
Default Setting |
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Reporting Currency |
is |
Use Reporting Currency to view the transactions in their original currency or select a different Currency from the drop-down menu to convert all transactions to the selected currency. Read more in our Filter Report Data article. |
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Contract Balance Status |
Is equal to |
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Customers Customer Name |
Is equal to |
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Entity Name |
Is equal to |
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Plans Plan Name |
Is equal to |
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Products Product Name |
Is equal to |
When to Schedule this Report
The timing of when to run this report will vary based on the policies of your organization. One common example is to evaluate contract value at regularly scheduled intervals for a variety of insights & planning measures.
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