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Leverage powerful analytics to understand your sales and revenue story
Reporting System Overview
Learn about our powerful analytical reporting engine REVLOCK includes a powerful warehouse and embedded reporting toolset. You can get to this by jumping into Reports from the main menu bar. Navigating Reports The reporting interface allows you to filter and get to the data you want quickly and also to export and print the reports for consumption. Watch the video below for details on how
Accounting Reports REVLOCK comes with several pre-configured standard reports that provide information on the various different perspectives on revenue. This includes providing a GAAP based ASC 606 view, Analytical view including SaaS metrics such as MRR & churn rate and a third view focused on Billings The standard reports are organized into 5 distinct categories Revenue Sales Billings Accounting Analytics Revenue REVLOCK includes a series of reports to report on
How we calculate MRR/ ARR
How we calculate MRR and ARR RevLock calculates MRR using the following formula. First find the [Duration (days)] using [Service Start Date] and [Service End Date]. Calculate the [Daily Selling Price] for the subscription/recurring Item by dividing [Sale Price] by [Duration (days)] MRR = Daily Selling Price x 365 /12 ARR = Daily Selling Price x 365 See below for some sampl
Change in MRR (Churn and Growth Analytics)
Churn and Growth Analytics Use our MRR change report to quickly get a feel for why your monthly recurring revenue is moving around. The short video below will provide a quick overview of what you can do!
Introduction to Advanced Reporting
This examples walks through a sales order report and goes through how we can use our reporting tool features to find all contracts in 2020 where training was sold for free. Finally, we walk through how you can slice the data by Product Family, followed by a demonstration on how to quickly change the structure of a report.