Recurring Revenue / SaaS Content reporting and goals is currently in the Beta stage, if you're interested in participating please contact your CSM.

Mediafly Recurring Revenue (SaaS) Reporting is a suite of reports in Mediafly’s Intelligence360 offering designed to help RevOps leaders understand their MRR and ARR metrics quickly and easily. Our Recurring Revenue Reporting offers a robust framework to handle almost any MRR/ARR configuration in your CRM.

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Recurring Revenue Reports Best Practices

Report Visualizations

Examples

🚨 Prerequisite 🚨

Before you can report on recurring revenue, be sure you've configured a recurring revenue content calculation.

Recurring Revenue Reports Best Practices

Once you've created a recurring revenue content calculation (the above prerequisite), you can start creating reports on that data just as you can across the Platform. However, there are some things to keep in mind for SaaS reporting to ensure the best possible results.

Recommended Filters

• Period Start: beginning of the period you want to see, this will determine the beginning of the piece of the contract you want to see

   

• Period End: end of the period you want to see, this will determine the end of the piece of the contract you want to see (Example: A contract begins January 1 and ends December 31, you select a period beginning March 1 and ending March 31 to reflect only March within the contract)

   

  Note: We recommend including both Period Start & End as filters so they will be present as columns in your report, however, only one of them needs to have a filter date included (making it an active filter). To include contracts active at the beginning of a period, filter on Period Start, or to include contracts active at the end of a period, filter on Period End.

   

• Period Value: The total sum of recurring revenue within the selected period

   

• Opportunity Status: Set the opportunity status to Won or Open, depending on the desired report outcome

   

Period vs. Contract Start & End Dates

It's important to understand the difference between the Contract End/Start and the Period End/Start. In a recurring revenue report, you will use Period Start and Period End to report on parts of the contract dates.

Report Visualizations

You can see in the examples below how recurring revenue is reflected in the different visualizations and the powerful insight you can gain using recurring revenue data reporting.

Be sure you keep these recurring revenue specific configurations in mind when creating your next report.

• Be sure to use sum from period value.

• Be sure to filter on period start or end.

• Select "fields to group by" as a recurring revenue field [in the dropdown option, the field name will be followed by (recurring revenue)].

• Net change is a very powerful metric for ARR, tracking not only incremental changes by their effect on your bottom line.

Examples

Headline report for MRR at the End of Last Quarter depicted in the hero metric. Adjust Period Start and End to report on different periods within a contract period.

Bar Chart report for Total Recurring Revenue Records by period start, itemized by product in stacked bars.

Table chart for Monthly Recurring Revenue Last 12 Months showing MRR at the period start and the powerful metric of monthly net change in comparison to total MRR.

Report Viz Types

Click on one of the links below to learn more about different report types and keep the recurring revenue data in mind while creating a report that shows exactly what you're looking for.

• Headline

• Bar Chart

• Pie Chart

• Line Chart

• Content Grid

Related Articles

How to configure a recurring revenue content calculation

If you run into any issues, please contact support.