Order Management

SaaS Metrics Reporting

We’re excited to introduce SaaS Metrics Reporting, a new feature designed to simplify and enhance your Software as a Service (SaaS) revenue reporting. With SaaS Metrics Reporting, you can now automatically track key metric impacts, such as new sales, upsells, downsells, and churn, across your transactions and subscriptions.

These metrics are easily accessible in the SaaS 360 Dashboard SuiteApp, SuiteAnalytics, and NetSuite Analytics Warehouse (NSAW). They provide clear insights into your monthly recurring revenue (MRR) and annual recurring revenue (ARR) throughout NetSuite.

SaaS Metrics Reporting brings all your recurring revenue data into a single, comprehensive view. It pulls information from multiple sources and standardizes it, so you get consistent and reliable recurring revenue amounts. You can even import non-NetSuite records using CSV files, ensuring all your data is captured.

The SaaS 360 Dashboard SuiteApp takes the guesswork out of calculating essential SaaS metrics. By reducing the complexity of revenue calculations, and normalizing different types of bookings, SaaS Metrics Reporting delivers meaningful metrics, no matter the data source. Plus, this feature is built with performance and scalability in mind, making reporting in NSAW, as well as SaaS revenue forecasting in NetSuite Planning and Budgeting (NSPB), faster and easier.

With the SaaS 360 SuiteApp, you’ll get unified SaaS metrics, reports, and Key Performance Indicators (KPIs) to help you evaluate business performance and make informed decisions.

After you’ve set up an item for analysis, our nightly bulk processing job takes over, handling large volumes of data and scaling as your data grows. This process creates Analytical Impact and SaaS Metrics records from source systems, including:

• subscriptions

• sales orders with billing schedules

• contract renewals

• standalone sales orders

• invoices

• cash sales

You can also generate downsell events for return authorizations, credit memos, and related cash refunds.

SaaS Metrics Reporting automatically generates events based on the details of each source transaction. Each event is categorized with an impact category, subcategory, and monthly impact amount. If you make changes to the original data, such as line amounts, dates, or linked records, those updates are automatically reflected in your metrics.

You also have the flexibility to customize reporting. Reclassify impacts, split amounts for specific scenarios, or exclude records you don’t need, including deleting imported entries. This ensures your reports are tailored to your business’s unique needs.

Adjust Min/Max Commitment In-Arrears Behavior in SuiteBilling

A new subscription line preference, Charge Commit On Usage, is now available. With this option, you can continue to charge for usage throughout the period. You can then bill any remaining commitment quantity or the price plan header minimum at the end of the subscription pricing period. This means you no longer need to charge the entire commitment quantity or the full minimum amount upfront on the first usage record. Instead, minimum commitments are billed only at the end of the pricing period, offering greater flexibility in how you manage subscription billing.

Next Bill Date from Sales Order Billing Schedule Now Available in Report Builder

The Report Builder now includes the Next Bill Date field from sales order transactions. This enhancement lets you track upcoming billing dates based on attached billing schedules to provide better visibility and reporting.

For information about report customization, see Adding, Removing, or Reordering Report Columns.