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Creating your subscription revenue report
Customizing your subscription revenue report

Insights reports: Subscription revenue reports

Yssel Salas, January 5, 2024
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 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
  • Payment schedule amounts reflect plans added under +Payment schedule.

To generate this type of report, you need recurring, one-time or payment schedule-type revenues configured to your deals.

Note: The number of Insights reports you can have depends on which plan you’re on. You can learn more about usage limits in this article.

Creating your subscription revenue report

Note: You can learn how to configure recurring revenue on your account in this article.

To create these reports, go to Insights, click the + symbol on the left-hand side next to the search bar then Reports > Forecast and subscription > Subscription revenue.

By default, the filter applied shows you all payments due this year, but you can adjust the filter or add conditions.

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.

You can hover your cursor over any of the bars to show the scheduled payments for a specific time interval.

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.

Note: You can adjust the columns in your table view by clicking the gear icon, or export your table as a spreadsheet using the ”Export“ button.
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