This Tableau Accelerator allows you to:

* Assess & Improve your Sales performance: Recurring Revenue & One-Time Fees
* **Explain effects of the dynamics in our customer base: acquisition of new accounts, account churn, business growth/decline at existing accounts...**
* **Grow our account base**
* **Identify contracts that need to be renewed**
* **Deep-dive at the lowest level of detail: Business Line, Product, Account**
* **Drill-back at “Contract #” level of detail, directly in your Sales Application and take immediate actions**

[Demo video](https://youtu.be/P46ENHi8PRU)

### Answer key business questions

* How is our revenue composed ?
* How has the evolution of my Product Group base impacted our Total Revenue?
* How is our customer base growing?
* What are our top-performing Products / Accounts?

### Monitor and improve KPIs

#### *Revenues*

* Total Revenue: Total Revenue over the period (One Time Fee + Recurring Revenue) (expressed in currency)
* One-Time Fees (OTF): Total amount of one time fees (non-recurring) over the period (expressed in currency)
* Total Recurring Revenue: Total recurring revenue over the period (expressed in currency)
* Recurring Revenue %: Share of Recurring Revenue on Total Revenue (expressed in %)
* ARR (Annual Recurring Revenue): Annualised Recurring Revenue of all active contracts at the end of the period (expressed in currency)
* MRR (Monthly Recurring Revenue): Total Monthly Recurring Revenue at the end of the period (expressed in currency)

#### *Accounts*

* Active Accounts #: Number of active accounts over the period
* New Active Accounts #: Number of new accounts (first sales transaction over the period)
* Revenue by Account: Average Revenue amount by Account over the period: On-time Fees + Recurring Revenue (expressed in currency)

#### *Contracts*

* Active Contracts #: Number of active contracts over the period
* Contract Term Length (in months): Average duration of contract between Start and End Date (expressed in months)

### Required attributes

The dataset is a monthly snapshot for each contract (if you have sold a contract over 12 months, the dataset requires a record for each month of this contract).

* **Contract Month** (date): When the sales happened
* **Contract ID** (string): Contract Unique Identifier
* **Account** (string): Name of the account
* **Product** (string): Product sold
* **Business Line** (string): The way you regroup items: product line, business line etc.
* **Contract Start Date** (date): Start date of the contract
* **Contract End Date** (date): End date of the contract
* **Monthly Recurring Revenue** (numeric): Monthly Recurring Revenue as defined in the contract for the month defined in [Contract Month]
* **One Time Fee** (numeric): Amount of non-recurring revenues such as Implementation Fees, Onboarding Fees, Training...

Recurring Revenue

Assess & Improve your Sales performance: Recurring Revenue & One-Time Fees