Recurring Revenue

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

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...