Recurring Revenue Package

Vizalytix’s Recurring Revenue Dashboard Package makes it simple to track Annual Recurring Revenue (ARR) and relationship-based metrics like Customer Retention. This template can connect directly to your company’s CRM and/or ERP systems, integrating and displaying your data in an easily digestible format for analysis.

  • ARR Trends

    View ARR trends by different segments

  • ARR Changes

    Highlights changes in ARR (upsell, downsell, loss, new)

  • ARR Retention

    Evaluate customer retention trends over time

  • Customer Data

    Comprehensive data on all customers for ad hoc analysis

View our interactive dashboard here!

Basic

For companies with experienced Tableau Developers who can perform the data integration and/or customization independently

  • IMMEDIATE DOWNLOAD

  • Consultations not included

  • Integration and customization not included

Standard

For companies with novice Tableau Developers that may need guidance or assistance from our team with integration

  • Delivery Timeframe: 2 weeks

  • Two 1-hour working sessions

  • Includes integration, no customization

Premium

For companies without Tableau Developers or bandwidth. We will handle integration and customization with your existing systems.

  • Delivery Timeframe: 6 weeks

  • 30 min. weekly sync for up to 6 weeks

  • Includes integration & customization

This package includes the Tableau Desktop Workbook with four visual dashboard views, Tableau Prep Workflow, and Workflow Integration Documentation.

  • ARR Trends Dashboard

    The first dashboard view allows the user to view ARR trends on a monthly, quarterly, or annual basis. In this view, ARR is grouped by different categories that your company uses to analyze revenue (e.g. region, segmentation, product, forecast category).

    ARR Changes Dashboard

    One of our most popular dashboard views, the ARR Waterfall Chart highlights changes in ARR over any selected period (new business, expansion, contraction, churn). This dashboard has the flexibility to view changes across categories or clients.

    Customer Retention Dashboard

    Easily evaluate retention trends over time with this customer success view. By tracking customer relationship-based metrics, this dashboard helps users find potential issues in retaining business and identify potential expansion opportunities at the customer level.

    Customer Data

    The fourth and final view is a comprehensive data table of all opportunities within your company, with the capability to filter by category. With the power of this data in the palm of your hand, you can easily perform any additional self-service analysis without any additional stress.

  • The Tableau Prep Workflow transforms your standard CRM data into three different data outputs that feed the Recurring Revenue Workbook with clean data and calculations.

    • Calculates ARR, Term, Start and End Dates

    • Links Opportunities to Renewals

    • Creates rows to visualize trends

    • Aggregates data to enable filterability

    • Optimizes dashboard performance

    • Saves your team countless hours of work (and headaches)!

  • You have the data, now what do you do with it?

    The Workflow Implementation Documentation provides instruction to integrate the Tableau Prep Workflow into your existing systems and provides detailed descriptions of all calculations included in the Tableau Workflow and Dashboards.