Recurring Revenue Dashboard
Our Recurring Revenue Dashboard 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, simply integrating your data for easy analysis. By displaying your data in an easily digestible format, the Recurring Revenue Dashboard makes planning and analyzing simple.
Uncover insights in your data and grow your customer base!
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ARR Trends
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
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
Customer Data
The 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.