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Creating your subscription revenue report
Customizing your subscription revenue report

Insights reports: Subscription revenue reports

Yssel Salas, August 28, 2023
Note: This feature is only available on Advanced and higher 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. 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 create these reports go to Insights, then click on the + symbol on the left-hand side next to the search bar and select Reports.

You will see different report entities. Click on Forecast and subscriptionand Subscription revenue”.

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 on the x-axis of the graph. The report will show you past and projected earnings for future payments.

The table under the graph will show the value of the deals, and the Summary tab will show the total and average value of payments.

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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