Subscription billing analytics

Path: Business functionality > Sales > Subscription billing > Subscription billing analytics · tier official · system sales · narrative reviewed (checked by Opus)

Overview

This section describes the Power BI Subscription Billing app, which tracks the performance of a subscription business. It includes reports on monthly recurring revenue (MRR), churn, total contract value (TCV), billing and cost forecasts, and customer and vendor deferrals.

Start with the setup page. The app depends on subscription contract analysis entries, which give monthly snapshots of active and planned subscriptions, and these feed KPIs such as MRR and TCV. The setup also covers monthly job queue scheduling. Then read the app page for the report list, and use the semantic model and KPI pages as references for the data structure and measure definitions.

The report pages fall into groups. Overview and year-over-year reports give a high-level view. Revenue Analysis, Revenue Development, and the Revenue by Customer, Item, and Salesperson reports break down MRR. Churn Analysis covers lost recurring revenue. Total Contract Value Analysis covers TCV. Billing Schedule and Sales and Cost Forecast look ahead. Customer Deferrals and Vendor Deferrals support deferral accounting and period-end reconciliation.

Key points

• The app needs subscription contract analysis entries, which give monthly snapshots of active and planned subscriptions, for accurate KPIs such as MRR and TCV.
• Setup includes scheduling a job queue to run monthly.
• The semantic model is a star schema. Fact tables cover customer and vendor contract lines, contract changes, deferrals, and customer billing forecast. Dimension tables cover customer, vendor, item, and contract context.
• The KPI reference covers MRR, Monthly Recurring Cost, net profit, active customer count, churn and upgrade tracking, forecasts, and TCV.
• Revenue Development splits MRR change into new, upgrade, downgrade, and churn. Churn Analysis breaks down churn and downgrades by component.
• Revenue by Customer, Item, and Salesperson show MRR, recurring cost, and profit for each dimension. Customer and salesperson views also show churn.
• Revenue Analysis and Total Contract Value Analysis use decomposition trees to break down MRR and TCV by dimensions such as contract type and customer.
• Billing Schedule and Sales and Cost Forecast project invoicing, cash flow, revenue, and cost from active subscriptions.

Learn pages

• Billing Schedule (Power BI Report): The Billing Schedule report provides insight into upcoming and past billing schedules for subscriptions.
• Churn Analysis (Power BI Report): The Churn Analysis report provides a detailed analysis of your subscription churn, breaking it down into its key contributing components.
• Customer Deferrals (Power BI Report): The Customer Deferrals report details deferred revenue by customer and schedule.
• Power BI Subscription Billing app: The Power BI Subscription app provides comprehensive subscription billing analytics to stakeholders at all levels of your organization.
• Power BI Subscription Billing app semantic model: Get an overview of all tables and fields in the Subscription Billing app semantic model.
• Revenue Analysis (Power BI Report): The Revenue Analysis report provides a detailed analysis of your monthly recurring revenue, breaking it down into its key contributing components.
• Revenue by Customer (Power BI Report): The Revenue by Customer report shows how revenue is distributed across customers.
• Revenue by Item (Power BI Report): The Revenue by Item report breaks down subscription revenue by item performance.
• Revenue by Salesperson (Power BI Report): The Revenue by Salesperson report highlights subscription revenue performance by salesperson or account owner.
• Revenue Development (Power BI Report): The Revenue Development report helps you track how and why subscription revenue evolves over time.
• Revenue Year-Over-Year (Power BI Report): The Revenue Year-Over-Year report provides insights on the development of your organization’s monthly recurring subscription revenue over the past years.
• Sales and Cost Forecast (Power BI Report): The Sales and Cost Forecast report projects future sales and costs for subscription billing.
• Set up the Subscription Billing Power BI app: Learn how to set up the Subscription Billing Power BI app
• Subscription Billing KPIs and measures (Power BI): Get an overview of all the KPIs and measures in the semantic model for the Power BI Subscription Billing app.
• Subscription Billing Overview (Power BI Report): The Subscription Billing Overview report provides a high-level summary of your organization’s subscription activities.
• Total Contract Value Analysis (Power BI Report): The Total Contract Value Analysis report provides a detailed analysis of your total contract value, breaking it down into its key contributing components.
• Total Contract Value Year-Over-Year (Power BI Report): The Total Contract Value Year-Over-Year report compares TCV trends across periods.
• Vendor Deferrals (Power BI Report): The Vendor Deferrals report outlines deferred costs and liabilities by vendor.

Videos and posts

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• What’s New: Subscription Billing (2024 release wave 2) (video): “Power BI Embedded Reporting; Excel Reports for Subscription Billing”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 36951 “PowerBI Reports Setup” · captioned “Power BI Reports Setup” · on Table 36951 “PowerBI Reports Setup”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.