diff --git a/subscriptions.rst b/subscriptions.rst index aa82b32a5..31f891306 100644 --- a/subscriptions.rst +++ b/subscriptions.rst @@ -9,3 +9,4 @@ Subscriptions subscriptions/configuration subscriptions/sales_flow + subscriptions/reporting diff --git a/subscriptions/reporting.rst b/subscriptions/reporting.rst new file mode 100644 index 000000000..90d09e099 --- /dev/null +++ b/subscriptions/reporting.rst @@ -0,0 +1,8 @@ +========= +Reporting +========= + +.. toctree:: + :titlesonly: + + reporting/subscription_reports \ No newline at end of file diff --git a/subscriptions/reporting/media/detailed-MRR-report.png b/subscriptions/reporting/media/detailed-MRR-report.png new file mode 100644 index 000000000..ce5dd487b Binary files /dev/null and b/subscriptions/reporting/media/detailed-MRR-report.png differ diff --git a/subscriptions/reporting/media/difference-between-MRR-and-ARR.png b/subscriptions/reporting/media/difference-between-MRR-and-ARR.png new file mode 100644 index 000000000..18d801cfb Binary files /dev/null and b/subscriptions/reporting/media/difference-between-MRR-and-ARR.png differ diff --git a/subscriptions/reporting/media/difference-between-logo-churn-and-revenue-churn.png b/subscriptions/reporting/media/difference-between-logo-churn-and-revenue-churn.png new file mode 100644 index 000000000..c028dd53c Binary files /dev/null and b/subscriptions/reporting/media/difference-between-logo-churn-and-revenue-churn.png differ diff --git a/subscriptions/reporting/media/retention-analysis-report.png b/subscriptions/reporting/media/retention-analysis-report.png new file mode 100644 index 000000000..b67773f36 Binary files /dev/null and b/subscriptions/reporting/media/retention-analysis-report.png differ diff --git a/subscriptions/reporting/media/revenue-KPIs-report.png b/subscriptions/reporting/media/revenue-KPIs-report.png new file mode 100644 index 000000000..55eccffa4 Binary files /dev/null and b/subscriptions/reporting/media/revenue-KPIs-report.png differ diff --git a/subscriptions/reporting/media/salesperson-dashboard-report.png b/subscriptions/reporting/media/salesperson-dashboard-report.png new file mode 100644 index 000000000..380bc2096 Binary files /dev/null and b/subscriptions/reporting/media/salesperson-dashboard-report.png differ diff --git a/subscriptions/reporting/media/subscriptions-analysis-report.png b/subscriptions/reporting/media/subscriptions-analysis-report.png new file mode 100644 index 000000000..de2ce620a Binary files /dev/null and b/subscriptions/reporting/media/subscriptions-analysis-report.png differ diff --git a/subscriptions/reporting/subscription_reports.rst b/subscriptions/reporting/subscription_reports.rst new file mode 100644 index 000000000..c014c8317 --- /dev/null +++ b/subscriptions/reporting/subscription_reports.rst @@ -0,0 +1,122 @@ +============================= +Generate subscription reports +============================= + +As we know, understanding how our business is going, and where it is going, is key to success. And +particularly so when we offer subscription services or products. + +Before getting to the heart of the matter, it is very important to recall certain essential +concepts to the proper understanding of the following reports: + +- **Monthly Recurring Revenue (MRR)**: MRR is arguably the most important metric for subscription + businesses. It shows the monthly revenue earned with subscription-based products or services. It + is a consistent number used to track all recurring revenue over time, in monthly increments. + +- **Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based on the current MRR, + to estimate the coming year's performance. However, this estimation does not take variations and + growth into account. + +.. image:: media/difference-between-MRR-and-ARR.png + :align: center + :alt: Difference between MRR and ARR in Odoo Subscriptions + +- **Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything else than + subscription-based products or services. This includes gains of a rare or unique nature that are + unlikely to occur in the ordinary course of businesses. + +- **Customer Retention**: Practices to engage existing customers to continue buying products or + services from your business. Customer retention can be a challenge, because you must prove you + are worthy of your customers' trust. + +- **Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the churn rate can be + defined, in this case, as the percentage of subscribers who discontinued their subscriptions + within a given time period. We can distinguish two types of Churn: + + - **Logo Churn**: It corresponds to the subscription cancellation rate. + + - **Revenue Churn**: It corresponds to the monthly recurring revenue loss rate. + + .. admonition:: + Let's imagine a 2$ increase in a subscription service. + + - We lost 3 customers out of the initial 20, which generates a **Logo Churn** of 15%. + - | Therefore, the 56$ of MRR difference out of the initial 600$ causes a **Revenue Churn** + | of 9,33%. + + .. image:: media/difference-between-logo-churn-and-revenue-churn.png + :align: center + :alt: Difference between logo churn and revenue churn in Odoo Subscriptions + + Reminder: even though they seem to evolve in the same direction most of the time, it might not + be the case all the time. + +- **Customer Lifetime Value (CLV)**: Indicates how much revenue can be expected for a customer + during his/her entire contract. This approach emphasizes the importance of customer retention, + shifting our focus from a quarterly or yearly approach to a long-term one. + +Check out the different kinds of reports you can access from the **Odoo Subscriptions** +application. + +Subscriptions analysis report +============================= + +Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From there, you can change +the *Measures*. By default, Odoo uses the *Monthly Recurring Revenue*. In addition to that, you +can choose *Quantity*, *Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example, +*Quantity* is added. This way, you can review both of these measures at the same time. You can even +*Group By Start Date* and, more precisely, by *Week*, to get a clear view of your report. + +.. image:: media/subscriptions-analysis-report.png + :align: center + :alt: Subscriptions analysis report in Odoo Subscriptions + +Retention analysis report +========================= + +Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The default measure applied is +*Count*, but you can change to the appropriate one for you. For the example below, +*Monthly Recurring Revenue* was chosen, and the *Month* periodicity remains intact. +By using these criteria, you can see the progression of the retention from its start. + +.. image:: media/retention-analysis-report.png + :align: center + :alt: Retention analysis report in Odoo Subscriptions + +Revenue KPIs report +=================== + +Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From there, you can check +different KPIs: *Monthly Recurring Revenue*, *Net Revenue*, *Non-Recurring Revenue*, +*Revenue per Subscription*, *Annual Run-Rate*, *Lifetime Value*, and more. You can also filter this +information on subscriptions, companies, and sales teams. This is useful if you are looking for +specific information. + +.. image:: media/revenue-KPIs-report.png + :align: center + :alt: Revenue KPIs report in Odoo Subscriptions + +The example below shows the *Monthly Recurring Revenue* detailed report. At the moment, there is no +data, which is the typical scenario for a new business. But, as your company grows over the months, +these graphs get populated with more and more data. Once again, you can filter these specific KPIs +on subscriptions, companies, and sales teams. + +.. image:: media/detailed-MRR-report.png + :align: center + :alt: Detailed MRR report in Odoo Subscriptions + +Salesperson dashboard report +============================ + +Go to :menuselection:`Subscriptions --> Reporting --> Salesperson Dashboard`. This page gives you a +summary of your *Monthly Recurring Revenue*, *Non-Recurring Revenue*, *Subscription modifications*, +and *Non-Recurring Invoices* for each of your salespeople. You can choose the period you want to +apply and the salesperson you want to analyze. + +.. image:: media/salesperson-dashboard-report.png + :align: center + :alt: Salesperson dashboard report in Odoo Subscriptions + +.. seealso:: + - :doc:`../../subscriptions/configuration/subscription_templates` + - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions/sales_flow/create_a_quotation` \ No newline at end of file