SaaS Optics Example Reports - Term Agreements
Mouse over an image for a description. Click the image to see the detail or to run a slide show. These are only a few of the almost infinite number of reports you can run to analyze your renewals, churn, revenues, bookings, and other key SaaS metrics.
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Projected Performance
SaaSOptics makes it easy to project bookings, revenue, and cash into the future
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Projected MRR
MRR calculations are tough enough. Try this - project future period MRR based on historic renewal rates. This report can be expanded to include new sales, and then can be used to forecast.
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Blocking & Tackling - Core Stats
You can mix counts, average, sums, minimum, max, and even statistics in one report and even break it down by market segment, group, channel, sales rep, deal size, etc.
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Project Cutomer Revenues
Projecting revenues for an existing customer means calcuating revenues from existing contracts and combining those with projected revenues from projected renewals. In this case, discounted for renewal risk management.
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Renewal Rates by Lifecycle
Many subscription companies exhibit interesting lifecycle renewal rate curves. If you are using a xls file, it is unlikely you can get this information.
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Project Performance
Project future bookings, revenue schedules, or any metrics - by month, quarter, other period. Even forecast revenues or booking by product line. Multiple statistical models available!
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Measure Renewal and Churn by transaction value
You'll have to define the way you want to measure churn and renewals; however you do,it will be easy to measure and track with SaaSOptics.
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Measure Renewal Rates and Churn by transaction counts
Churn and renewal rate by value is the most common method, but there can be significant value in looking at rates by transaction count.
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Set Renewal Targets
It's really about results relative to objectives. Establish and track results against any number of Targets. Set renewals by rep, market, or even industry, and then report performance against these targets.
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Set Targets for Renewals
You can even target average, min, max, standard deviation, or as shown here, target the "count" of renewals. Set targets a over two dozen dimensions, such as by industry, sales rep, country, market, etc.
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Customer Revenues
Customer lifetime value is a snap, so is customer bookings, or customer anything!
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Customer Subscription value by term
How about looking at customer value by term versus time period? Yes, we can handle that as well!
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Revenue Projections
Yes, we can. And, how about by channel or industry? Imagine the value in decision making if you really understand how your customer segments will perform in the future based on the past.
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New Bookings Targets
Let's not forget the simple stuff. New Bookings vs. targets. Quick and easy.
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New Bookings vs. New Subscriptions
Naturally, you define the metrics, but this is a classic bookings composition report.
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Track Upsells, Upgrades, Downgrades
And do it by sales rep, channel, country, state, by count, or by value!
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Core Bookings
It's not always easy to keep everyone on the same page. Define metrics for your organization and ensure everyone is looking at the same numbers all the time.
