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Monthly Revenue Report

Finance · monthly

Verified
Confidence96%
Validated1d ago
Updated1d ago
Sources1
Changes since last version1
Open issues0

Detected metrics from this report. Match each to a governed metric in the library, or create one.

Metrics matched to the Library4 of 4 · 100%
  • passapprovedRevenue
    Formula & definition

    Custom formula found in the upload

    SUM([Gross Bookings]) - SUM([Refunds])

    Calculated field · used in "Revenue Summary"

    Extracted definition

    Total revenue booked in the period, net of refunds.

    Governed metric · Revenue

    SUM(recognized_subscription_revenue + services_revenue) − refunds − credits

    Revenue is the total recognized income earned from customer subscriptions, expansion, and professional services within a reporting period, net of refunds and credits. It follows finance's recognition policy and excludes bookings not yet delivered.

  • passapprovedNet Revenue
    Formula & definition

    Custom formula found in the upload

    [Total Revenue] - SUM([Discounts]) - SUM([Credits])

    Calculated field · used in "Revenue Summary"

    Extracted definition

    Revenue after discounts and credits are applied.

    Governed metric · Net Revenue

    Revenue − discounts − partner_revenue_share

    Net Revenue subtracts discounts, refunds, and partner revenue-share from gross recognized revenue to reflect the income Northwind actually keeps.

  • verifiedMonthly Recurring Revenue
    Formula & definition

    Custom formula found in the upload

    SUM([Subscription Amount]) / [Contract Months]

    Calculated field · used in "Recurring"

    Extracted definition

    Monthly recurring revenue normalized from active subscriptions.

    Governed metric · Monthly Recurring Revenue

    SUM(active_subscription_amount normalized to 1 month)

    MRR is the predictable subscription revenue normalized to a monthly amount. Annual contracts are divided by 12; it excludes one-time services and usage overages.

  • verifiedAnnual Recurring Revenue
    Formula & definition

    Governed metric · Annual Recurring Revenue

    MRR × 12

    MRR expressed on an annualized basis (MRR × 12).