Financial Indicator Breakdown

The breakdown report allows further exploration of cost, revenue, and margin data.

All customers and sellers have access to the reporting section enabling tracking billings data over time. Reports can be accessed from the “Reports” section.

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The section will be opened in a new window.

Press the plus (+) button next to any value to split the data based on customer, vendor, product, offer, subscription dimensions, or select High or Low to select the highest impact dimension automatically. Please check the following link to see detailed information on the functionality

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a. Invoice date can be filtred, when selecting a certain year in one visual, also filters other visuals.

b. Vendors by name can be filtered. By selecting a specific Vendor you can see the top customers, the cost per month, and the count of subscriptions over time for the selected Vendor.

c. Product by name can be filtered. By selecting a specific Product you can see the top customers, the cost per month, and the count of subscriptions over time for the selected product.

d. Offer by name can be filtered. By selecting a specific offer you can see the top customers, the cost per month, and the count of subscriptions over time for the selected offer.

e. Subscriptions by name can be filtered. By selecting a specific Subscription you can see the top customers, the cost per month, and the count of subscriptions over time for the selected subscription.

f. Custome offers Properties opportunity for sellers to add custom properties to offerings.

g. Offer type you can choose what type of offer is in the offer: License-based subscription, Quantity-based one-time Billed offer, Usage-based subscription. 

h. Subscription start date can be modified, by selecting the exact date.

i. Currency when selecting Euro, the currency will be displayed in euro under the Top customers by revenue section. When selecting an invoice- the currency will be displayed on customers' currency. 

j. When selecting the info icon, the current message will display "This report shows billing data for the last 14  months. dates are grouped by billing period end date, which is different from the invoice date. Please see the knowledge base article for more information".

k. Link directs to knowledge base article link.

l. The button resets the filter reports.

m. The next page will be accessed.

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