1. Order Management
  2. SaaS Metric Reporting
  3. Subscription Metrics
  4. Overview

Overview

The Subscription Metrics SuiteApp lets you track, analyze, and report on key SaaS metrics with an interactive dashboard. Key metrics include annual recurring revenue (ARR), monthly recurring revenue (MRR), customer acquisition cost (CAC), lifetime value (LTV), total contract value (TCV), retention, churn, and bookings.

This dashboard shows key metrics and reports to help guide your business strategy, cash management, forecasting, and planning.

The SuiteApp uses the SaaS Metrics feature, which automatically generates the impacts of new businesses, upsells, downsells, and churn for tracked items on transactions and subscriptions.

For more information about the SaaS Metrics feature, see SaaS Metric Reporting.

These insights are then used to display monthly and annual recurring revenue across NetSuite on the SaaS 360 dashboard.

The SuiteApp also provides summary and detailed views of recurring revenue through charts and roll forward reports.

Features

The Subscription Metrics SuiteApp lets you:

  • Track detailed changes in ARR and MRR with a 12-month rolling forecast.

  • Visualize new and churned customers, retention rates, acquisition trends, and MRR growth.

  • Filter and drill down by subsidiary, class, item, department, customer, or location.

  • Compare current KPIs with previous months, quarters, or years to identify trends.

  • Export data to a CSV file for further analysis.

  • Review metrics for both individual and consolidated subsidiaries.

  • Customize KPI formulas.

The Subscription Metrics SuiteApp contains the following pages:

To access and use the SaaS 360 dashboard, you must install and set up the Subscription Metrics SuiteApp first.

For more information, read the following help topics:

Supported Transactions

The supported transactions for recurring revenue includes the following:

  • Cash Sales

  • Contract Renewal

  • Invoices

  • Sales Order

  • Subscription

The supported transactions for financial metrics includes the following:

  • Customer Charge (Statement Charge)

  • Credit Memo

  • Deposit

  • Expense Reports

  • Journal Entries

  • Sales Order with Billing Schedule(s)

  • Vendor Bill

  • Vendor Credit

Related Topics

General Notices