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Tutorial/Lifecycle Intelligence

Booking Dashboard

The booking dashboard provides you insights into the booking information of a recurring business. It serves as a central hub for monitoring critical metrics, with a focus on Today's Annual Recurring Revenue (ARR) and ARR Momentum.

This document will provide you detailed information of each chart and report in the dashboard.

The data used in the booking dashboard is primarily from the following objects:

Accounts
Orders and Order Products
Subscriptions

To gain a deeper understanding of Nue's object model, please consult the following documents:

Let's get started!

PERMISSIONS REQUIRED

The following permission is required to access the booking dashboard:

Analytics

View Booking Dashboard

To view the Booking Dashboard, you can login to Nue App, and navigate to Dashboards → Booking Dashboard.

The Booking Dashboard contains 2 sections:

BOOKING OVERVIEW The booking overview contains a collection of common booking metrics used in subscription-based businesses. This offers a comprehensive view of the booking status.

RECENT BOOKING ANALYSIS The recent booking analysis section contains a collection of common charts that help to gain insights into the latest booking trends with a focus on newly acquired bookings.

Booking Overview

All charts and reports within the Booking Overview can be additionally refined using the Revenue Signature components provided at the dashboard's top section, which include Customer, Product, Product Category, and Team.

What is Revenue Signature?

The Revenue Signature is a collection of revenue-related attributes containing elements such as Account, Product, Team, Time Frame, Pricebook, and others. These attributes serve as criteria for categorizing and grouping financial transactions, including orders, invoices, payments, and revenue transactions. By utilizing the Revenue Signature, organizations can organize and analyze their financial data more effectively, enabling better insight into revenue streams, customer behavior, and overall financial performance.

REPORT NAME	TYPE	DESCRIPTION	CALCULATION
Today's ARR	KPI	Today's ARR refers to the total Annual Recurring Revenue (ARR) generated by a subscription-based business as of the current date. It represents the sum of all subscription charges collected from customers over a 12-month period, taking into account any changes in subscription plans, upgrades, downgrades, cancellations, and new sign-ups up to that day. ARR provides a snapshot of the company's revenue run rate and is a key indicator of its financial health and growth trajectory. Tracking daily ARR allows businesses to monitor revenue trends in real-time and make informed decisions to drive growth and profitability.	The aggregate of today's Annual Recurring Revenue (ARR) across all customers. A customer is defined as an account that possesses at least one subscription, with the current date falling within the period defined by its Start Date and End Date.
# of Customers	KPI	The "Number of Customers" metric refers to the count of unique accounts that currently hold active subscriptions. It includes both new and existing customers who are currently paying for the services or products offered by the company as of today.	The unique count of all customers. A customer is defined as an account that possesses at least one subscription, with the current date falling within the period defined by its Start Date and End Date.
ARPA (Average Revenue Per Account)	KPI	ARPA represents the average total amount of revenue generated by each individual customer today. ARPA is derived by dividing the total revenue generated from all customers by the total number of customers. This metric provides valuable insights into the average spending behavior of customers and is useful for understanding revenue trends, identifying high-value customers, and evaluating the effectiveness of pricing strategies and upselling efforts.	(Total TCV from All Customers) / (# of Customers)
Total Booked ARR (Quarter)	KPI	"Total Booked ARR" refers to the aggregate sum of Annual Recurring Revenue (ARR) that has been formally booked within a specific timeframe. This metric is calculated based on opportunities where the Close Date falls within the designated quarter, and the Order Activation Date occurs within the same calendar year. Essentially, it encapsulates all the recurring revenue commitments secured through closed deals during the specified period, providing insight into the revenue growth and performance of the business over that time frame. Additionally, the chart offers a quarter-over-quarter trend analysis, which allows for the comparison of Total Booked ARR across consecutive quarters	Total booked ARR with Opportunity Close Date in the quarter, and Order Activation Date in the year.
# of New Logos (Quarter)	KPI	The number of new customers acquired this quarter. The chart offers a quarter-over-quarter trend analysis.	New customers with at least one subscriptions having Subscription Start Date occuring within the current quarter. Note: If a deal is closed for an account, but the subscription start date falls outside of the current quarter, that account will not be counted in this figure.
ARR Growth (Quarter)	KPI	"ARR Growth" is a key metric used in subscription-based businesses to measure the rate of change in Annual Recurring Revenue (ARR) from one period to another. ARR Growth provides valuable insights into the business's performance and trajectory by indicating whether the total revenue generated from subscriptions has increased or decreased over time. By comparing the ARR of the current month to that of the previous month, companies can assess their growth momentum and make informed decisions to drive sustainable business growth. This metric is crucial for monitoring the health of subscription revenue streams and evaluating the effectiveness of strategies aimed at acquiring, retaining, and upselling customers. The chart offers a quarter-over-quarter trend analysis.	The change in total ARR aggregated from all active subscriptions in the current quarter.
Net Revenue Retention (Month)	KPI	The "Net Revenue Retention (Month)" chart provides insight into the Net Revenue Retention (NRR) data specific to the current month. NRR is a vital metric for subscription-based businesses, indicating the revenue retained from existing customers over a given period, considering upgrades, downgrades, and cancellations. By focusing on the NRR of the current month, businesses can gauge their ability to maintain and grow revenue from their existing customer base. This chart offers a snapshot of how effectively the company is retaining revenue from its subscribers within the current month, helping stakeholders understand the dynamics of customer retention and the overall health of the business. The chart offers a month-over-month trend analysis.	(Opening ARR + SUM(ARR from Up-sell, Cross-sell, Down-sell and Churn)) / Opening ARR
ARR Growth % (Month)	KPI	The ARR Growth % represents the percentage change in Annual Recurring Revenue (ARR) during the current month, calculated by dividing the difference between the closing ARR and the opening ARR of the month by the opening ARR. This metric provides insight into the month-over-month revenue performance, indicating whether ARR has increased or decreased relative to the beginning of the month. Positive values signify revenue growth, while negative values indicate a decline in ARR. The chart offers a month-over-month trend analysis.	The ARR Growth % is the Change in ARR in the current month divided by the opening ARR of the current month.
Projected Quarter-End ARR	KPI	"Projected Quarter End ARR" refers to the estimated Annual Recurring Revenue (ARR) that is expected to be achieved by the end of the current quarter.	This chart is soly based on the currently active orders. It does not take open opportunities into account.
Customer Lifecycle Value by Customer	Pie	The pie chart "Customer Lifecycle Value by Customer" visualizes the distribution of Total Contract Value (TCV) across all active customers as of today. Each segment of the pie represents the proportion of TCV attributed to individual customers, showcasing their relative contribution to the overall revenue generated by the business. This visualization offers a snapshot of the distribution of customer value, highlighting the significance of key customers in driving revenue growth. By examining the pie chart, stakeholders can quickly identify the most valuable customers and prioritize efforts to nurture and retain these relationships for sustained business success.	Customer Lifecycle Value is calculated as the aggregation of Total Contractual Value (TCV) of all active orders of a customer.
ARR Momentum	Bar	The ARR Momentum report provides insights into the growth or decline of ARR, allowing stakeholders, such as executives, investors, and financial analysts, to assess the overall health and trajectory of a subscription business. This multi-dimensional bar chart shows the trending of ARR in the last and current year. By default, the ARR values are sliced by Change Categories, which includes New Business, Renewal, Upsell/Expansion, Downsell/Contraction, Cancel/Churn, and Cross Sell.	For details, please consult this doc.
New Logos and Expansions	Bar	The "New Logos and Expansions" chart provides an overview of two key aspects of business growth: new customer acquisitions (New Logos) and expansions within existing accounts. It visually represents total ARR of new customers acquired during a specific period alongside the expansions, upsells, or cross-sells achieved within the current customer base. This bar chart shows the trending of New Logos and Expansions in the last and current year.	The ARR values with the following change categories in the last and current year: New Business Renewal Upsell/Expansion
Churns and Contractions	Bar	The "Churns and Contractions" chart is a bar chart that provides a comprehensive overview of key revenue changes within the last and current years, specifically focusing on downsell activities resulting from quality or term reductions, cancellations, and churns. The chart is segmented into distinct categories representing various types of changes, including Churn, Downsell, and Cancellations. Each bar within these categories reflects the associated Annual Recurring Revenue (ARR) values, offering a visual representation of the financial impact of these different changes on the business. Churn represents customers who have chosen not to renew their subscriptions, resulting in a loss of revenue. Downsell reflects instances where customers have opted for reduced subscription levels, often due to quality adjustments or changes in the subscription term. Cancellations denote cases where customers have terminated their subscriptions altogether. This bar chart shows the trending of Churns and Contractions in the last and current year. Note: ARR values displayed beyond today's dates may suggest potential churn instances, possibly due to subscription renewals not being processed.	The ARR values with the following change categories in the last and current year: Downsells Cancellation Churn
Monthly ARR Analysis	Table	The "Monthly ARR Analysis" report presents a tabular overview of key metrics related to Annual Recurring Revenue (ARR) on a monthly basis. It includes data on Opening and Closing ARR for each month, allowing stakeholders to track the starting and ending ARR values. Additionally, the report calculates ARR growth percentage, providing insights into the month-over-month revenue performance. The report also includes the following metrics: Net Revenue Retention (NRR) %: Measures the growth of revenue from existing customers factoring in expansions and contractions; ARR from New Logos: Measures the contribution of ARR from new customer acquisitions; ARR from Expansions. Measures the revenue expansions within existing accounts. By analyzing the "Monthly ARR Analysis" table chart, stakeholders can gain valuable insights into revenue trends, customer acquisition and retention efforts, and the effectiveness of expansion strategies, helping to inform strategic decision-making and drive business growth.

At the top of the ARR Momentum Chart, there's an action bar allowing users to switch between various slicing criteria across different time frames. Upon selection, all three charts—ARR Momentum, New Logos and Expansions, Churns and Contractions—will update to reflect the chosen criteria.

By Customers: Upon clicking on the button, the ARR values will be sliced by customers, ordered by each customer's total ARR amount.
By Products: Upon clicking on the button, the ARR values will be sliced by products, order by each product's total ARR amount.
Last, Current and Next Quarter: Upon clicking on the button, only the ARR values of last, current and next quarters will be displayed.
Last, Current and Next Year: Upon clicking on the button, only the ARR values of last, current and next year will be displayed.
Reset: Upon clicking on the button, the chart will be reset to the system configuration. The ARR values will be sliced by Change Category, and the time frame is Last, Current and Next Year.

Recent Booking Analysis

All charts and reports within the Recent Booking Analysis can be further refined using the following attributes:

Owner
Top Selection
- Default Value is 10.
Time Frame
- Default value is 1 quarter ago to end of today.

NAME	TYPE	DESCRIPTION
Recent Bookings by Customer	Bar	"Recent Bookings by Customer" displays the combined Total Contract Value (TCV) and Annual Recurring Revenue (ARR) of all recent active orders activated within the specified timeframe, defaulted to the current quarter. The orders are arranged in descending order based on the total TCV of each customer.
Recent Bookings by Product	Bar	"Recent Bookings by Product" displays the combined Total Contract Value (TCV) and Annual Recurring Revenue (ARR) of all recent active orders activated within the specified timeframe, defaulted to the current quarter. The orders are arranged in descending order based on the total TCV of each product.
Recent Booking Transaction Details	Table	"Recent Booking Transaction Details" presents a comprehensive table featuring booking specifics for each customer. It includes details such as the total Annual Recurring Revenue (ARR) of all orders associated with the customer, order number, activation date, purchased product, subscription number, subscription start and end dates, entitlement number, asset number, total price, and various metrics like ARR, Monthly Recurring Revenue (MRR), Total Contract Value (TCV), Annual Contract Value (ACV), among others.