Revenue Snapshot Report

The Revenue Snapshot 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 contract

This report determines revenue recognition based on the dates and amounts set in the Revenue Schedules for a given Subscription.

Report Features:

• Aggregate future revenue schedule lines by Month, Quarter or Year
• Embedded links allow for seamless navigation to Customer Accounts, Subscriptions, Products, and Plans
• Group and filter data to fit the needs of any analysis, such as viewing revenue by Customer, Product, Plan or Subscription.

Run Revenue Snapshot Report

Navigate to Menu > Reports > Revenue Snapshot Report. 

By default, the report sets the As Of date to the current month, groups revenue schedules by Customer Name and Subscription, and includes Subscription Status, Start Date and End Date columns.

Filter Report

Use the available Filters to customize the report. 

Click Run to run the report with selected criteria.