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Insights reports: Subscription revenue reports

YM
Yssel Marques, September 28, 2021
Note: The Insights Subscription revenue report is available on our Advanced, Professional, and Enterprise plans. Your recurring revenue reports will only report on deals that have subscription or Payment schedule plans set up. The number of Insights reports you can have depends on which plan you are on. You can learn more about usage limits in this article.

The Subscription revenue report will give you a report on the total amount of revenue generated by recurring, one-time, or payment schedule type revenues, according to the time frame selected.

Recurring and One-time amounts reflect +Subscription plans, and Payment schedule amounts reflect plans added under +Payment schedule. In order to generate this type of report, it's necessary to have recurring, one-time, or payment schedule type revenues configured to your deals.

You can learn how to configure Recurring Revenue on your account in this article.


Creating your Subscription revenue report

You can keep track of your subscriptions using the recurring revenue type reports in the Insights feature. To see these reports, go to Progress > Insights, click on '+' symbol next to your Reports tab, and click on the Subscription revenue report.

By default, the filter applied will show you all payments due this year, but you can always adjust the filter or add conditions according to how you want to see your data.


Customizing your Subscription revenue report

If you want to group your earnings by a different time frame (monthly, quarterly, yearly, etc.), you can do so by adjusting the filter in the x-axis of the graph. The report will show you past earnings as well as projected earnings for future payments.

The table under the graph will give you a summary of the average payment and total payment broken down by the time grouping chosen.

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Once you've finished creating your subscription revenue report, you can add it to your dashboard or share it with your team.

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