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Silverfam
Frequent Visitor
7 years ago

Recurring Revenue check client in previous period

Hello,

 

We work with annual recurring revenue (ARR). We want to be able to show our ARR every week and every month. 

To do so I have billing lines per customer per month. 

 

So for previous months I can sum up all the contractual values (billed values) per month and know our ARR. 

But for the current  month I would need to check wether an existing client was billed or not. 

If he was already billed I can use the ARR from the current month, but if a client isn't billed yet I would need to look back to the previous month and use that amount.

 

Extra difficulty, and I believe also another calculation, we want to visualize this by week but we bill per month. So I would need to look back at the previous weeks of the current month and if not available look at the previous month....

 

 CustomerHub ARRSync ARRUpsell  
Jan-19Customer 11000000  
Jan-19Customer 2600000  
Jan-19Customer 31500010000  
Jan-19Customer 490005000  
Jan-19Customer 52000020000  
Feb-19Customer 11000000  
Feb-19Customer 2700001000  
Feb-19Customer 31500010000  
Feb-19Customer 490005000  
Feb-19Customer 52000020000  
Mar-19Customer 11000000  
Mar-19Customer 2700000  
Mar-19Customer 31500010000  
Mar-19Customer 49500500500  
Mar-19Customer 5nog geen data    
       
       
 ARR = Measure(sum Hub ARR & Sync ARR)    
       
       
  What I have nowWhat I would need   
 jan6350063500   
 feb6450064500   
 march4300065000 inclusief ARR customer 5 of feb 2019
       
       

Could someone help me with this?

Thanks