Report Description & Purpose
The Revenue Snapshot Report determines revenue recognition based on the dates and amounts set in the Revenue Schedules for a given Subscription. This report gives users a point-in-time view of Subscription revenue displaying:
- Total Contract Value (TCV)
- Recognized Revenue from past periods
- Unrecognized Revenue for the next 12 months
- Monthly revenue recognition schedule for each Subscription
Features & Primary Benefits
- Aggregate future revenue schedule lines by Month, Quarter, or Year
- Embedded links allow for seamless navigation to Customer Accounts, Subscriptions, Products and Plans
Predefined Filters
The following filters are automatically applied to the Revenue Snapshot Report. Click the Filters arrow to expand the section and adjust the criteria as needed.
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Filter |
Criteria |
Default Setting |
|
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. |
|
Revenue Snapshot As of |
Matches (advanced) |
This month |
|
Customers Customer Name |
Is equal to |
|
|
Entity Name |
is |
|
|
Revenue Schedules Plan Name |
Is equal to |
|
|
Revenue Schedules Product Name |
Is equal to |
|
|
Subscriptions Current Version (Yes / No) |
is |
Yes |
|
Subscriptions Status |
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 run this report at the end of a financial period to understand how much revenue should be expected from recurring products, and project recurring revenue for future periods.
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