Reports & Charts (Beta)

A primer for Salesbricks' reporting and charting features

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Reports & Charts is currently in beta

We are actively developing this feature. If you’re interested in joining the beta program and sharing feedback to help us improve it, please email [email protected] or ping us in your dedicated Slack channel.

Overview

Reports & Charts provides users with visualization and aggregation tools to track various aspects of their revenue and finance data. From revenue and bookings to customer counts and payment status, these reports offer valuable insights into key metrics and trends.

Each chart or report focuses on a different aspect of performance:

Charts

• Revenue: Tracks total revenue generated each month, broken down by revenue type.
• Bookings: Displays monthly sales based on the value of a commercial agreement between a buyer and seller, segmented by customer transaction type.
• Customers: Provides insights into new customer acquisition and customer churn.
• Renewals: Analyzes subscription renewal amounts and timing, renewal lapses, and churn over time.
• Invoicing And Payments: Monitors unpaid invoices and revenue suspended by past due payments.
• Collections: Tracks uncollected payments and collected payments over time.

Reports

• Customer count: Breaks down the monthly customer count into various categories.
• Invoice receivable: Lists all invoices sent to customers within a selected date range.
• Raw data: Offers detailed revenue data segmented by Bricks and Customers.
• Renewals: Analyzes subscription renewals, lapses, and churn over time.
• Revenue waterfall: Analyzes recurring revenue data segmented by Customers.
• Tax remittance: Displays total taxes billed and amounts to remit by state.

Charts

The charts listed below offer a single-year view (unless otherwise noted) of your company's revenue data and customer count.

Revenue

The Revenue chart offers a breakdown of the total revenue your company generated on Salesbricks. It includes monthly recurring revenue (MRR) from recurring, non-recurring, usage, and milestone Bricks on active closed won orders for each month.

It also provides a forecast of future months' revenue based on the expected MRR of active subscriptions.

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MRR is calculated by dividing the grand total of recurring revenue in an agreement by the total contract length in days, and then multiplying it by the number of days in each month.

Types of Revenue:

• Recurring: Consistent and periodic income from subscription Bricks.
• Non-recurring: One-off payments from one-time, usage, and milestone Bricks.
• Usage: Income from Usage Bricks based on actual usage or pre-committed quantities.
• Milestone: Income from Milestone Bricks based on achieving predetermined checkpoints.

Clicking on this chart will take you to the Revenue report.

Please note that Salesbricks charges usage in arrears; any usage revenue displayed on the chart is based on usage data from the previous month.

Bookings

The Bookings chart displays the total revenue your company has booked each month.

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Monthly totals are calculated by summing up the revenue made from new logos, upgrades, recasts, and renewals, then subtracting churned amounts.

Types of Transactions:

• New logo: Closed won initial orders indicating new customers
• Churn: Terminated orders
• Renewal: Closed won renewal orders
• Recast: Closed won recast orders
• Upgrade: Closed won upgrade orders

Clicking on this chart will take you to the Bookings report.

Customers

The Customers chart tracks the monthly amount of:

• New customers from closed won initial orders
• Churned customers from terminated orders
• Existing customers from active subscriptions

Clicking on this chart will take you to the Customer count report.

Please note that you are not currently able to drill down in the Customers chart to understand which customers make up the numerical values.

Renewals

The Renewals chart visualizes the total monthly revenue from renewed, lapsed as potential loss, churned, and upcoming subscriptions.

Types of Subscriptions

• Renewed: Closed won renewal orders. These appear on the chart during the month in which the renewal agreement starts.
• Lapsed: Subscriptions that have ended but have not been terminated, nor has a renewal been closed.
• Churned: Subscriptions that have been terminated, and the termination date has passed.
• Upcoming: Subscriptions that are expected to renew at a future date. The expected renewal value will appear on the chart under the month in which the next agreement is expected to start.

Clicking on this chart will take you to the Renewals report.

Please note that you are not currently able to drill down in the Renewals chart to understand which customers make up the numerical values.

Invoicing And Payments

The Invoicing And Payments chart monitors your total money due, categorized by how late payments are.

Past-due invoices are segregated into five buckets:

• 1-30 days past due
• 31-60 days past due
• 61-90 days past due
• 91-120 days past due
• 120+ days past due

Clicking on this chart will take you to the Invoice receivable report.

Collections

The Collections chart aggregates the total amount of money collected for the selected fiscal year, as well as uncollected payments of all transactions across all fiscal years.

Uncollected money is calculated by the total amount of all unsettled invoices.

Collected money is displayed under three categories:

• Money collected during the current month
• Money collected during the current fiscal quarter (the consecutive three-month period used for financial reporting and analysis)
• Money collected during the current fiscal year-to-date (the start of the fiscal year to today)

Please note that collections are shown based on fiscal quarters, and currently, this cannot be adjusted manually.

Reports

Bookings

The Bookings report shows a list of logos and revenue that closed during a selected time range.

Bookings are sorted based on the date the order was closed; if an order was closed in February but set to start in April, it will appear in the report as a February booking.

Churned logos appear under the month that the order was terminated.

Customer count

The Customer count report tracks customer acquisition and churn rates to determine net customer count changes.

Customers are sorted based on the date the order was closed; if an order was closed in February but set to start in April, it will appear in the report as a February customer.

Churned customers appear under the month that the order was terminated.

This report breaks down your monthly customer count into four quantities:

• Start of month total: How many unique logos you had coming in to the start of the month
• Added this month: How many new logos you've added
• Churned this month: How many logos terminated their subscription
• End of month total: How many customers you ended the month with after accounting for new and churned logos

Invoice receivable

The Invoice receivable report lists all invoices within a selected date range. An invoice will appear in the report if its "invoice date" (typically, the start of the billing period) falls within the selected date range.

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If the filter is set to "year-to-date," and the start of an invoice's billing period has already passed, that invoice will appear in this report.

Invoices can also be filtered by customer names and payment status (paid and/or unpaid).

Raw data

The Raw data report offers a detailed look at all revenue data, segmented by Bricks and Customers, within a selected date range. This data includes subscriptions, one-time payments, usage, and milestones.

Data for this report is filtered by the period that coincides with the report's date range. For example, if a subscription runs from February to December, and the report shows raw data from June to December, the report will only show raw data for this subscription from June to December.

The revenue data shown on each row is the MRR for that Brick, which is calculated by dividing the grand total by the total contract length in days, then multiplying it by the number of days in each month.

Renewals

The Renewals report offers a look at the total expected number of renewals in a given month, as well as the expected and actual monthly revenue values from renewed, lapsed as potential loss, and churned subscriptions within a specified date range.

Revenue

The Revenue report displays the total revenue from sales transactions for each month, also segmented into recurring, non-recurring, milestone, and usage revenue.

Data for this report is filtered by the period that coincides with the report's date range. For example, if a subscription runs from February to December, and the report shows revenue from June to December, the report will only show revenue for this subscription from June to December.

Revenue waterfall

The Revenue waterfall report shows all recurring revenue data, segmented by customers.

This data takes only the recurring revenue from subscriptions into consideration. Monthly revenue allocations are prorated by day.

Data for this report is filtered by the period that coincides with the report's date range. For example, if a subscription runs from February to December, and the report shows revenue from June to December, the report will only show revenue for this subscription from June to December.

Tax remittance

The Tax remittance report displays the total tax amount billed, and the amounts to remit for each state where you have sold your software and services.

Salesbricks uses Stripe's APIs (Taxjar) to determine nexus - whether or not sales tax should be applied to an order based on your company's address and the buyer's address.

As the seller, it is your responsibility to register and remit taxes with each applicable individual state. If you would like assistance with this process, we recommend using our partner, Zamp.

An overview of Zamp's services can be found here.