PowerPivotPro - Actuals vs Forecast for Subscription Business

More and more companies are pursuing subscription-based business models. This scorecard solution allows a company to quickly view year to date revenue against plan, use different forecasting assumptions to project full year performance, and drill into pipeline detail. This all-in-one performance view can be used by sales managers evaluating their teams, FP&A professionals doing sensitivity analysis, and executives monitoring the company’s performance as a whole.

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More and more companies are pursuing subscription-based business models. This scorecard solution allows a company to quickly view year to date revenue against plan, use different forecasting assumptions to project full year performance, and drill into pipeline detail. This is a simplified and anonymized demo version of a real-world customer solution and is hard coded to August 2017.

YTD & Forecast Tab

This tab gives a view of Membership sales through August of the scorecard year and how they compare to the annual plan. The forecast component takes the current pipeline and applies different conversion assumptions to project sales for the rest of the year. The forecast subtracts known expirations plus a variable attrition factor to project year-end results.

  • View year to date performance against plan.
  • Slice by geographic segment (State), sub-segment (City), and division (Membership Type).
  • Set expected value of full year performance by selecting conversion percentage for three different forecasted pipelines (Secure, Likely, Reach), and modifying attrition rate.

Pipeline Details Tab

This tab shows the total Pipeline for the remaining months of the scorecard year. Analysts and managers can quickly see potential performance across several relevant dimensions.

  • Slice by geographic segment (State), sub-segment (City), and division (Membership Type).
  • View and filter-by-selecting across forecast type, product line (Membership Plan), Sales Stage, and Purchase Type.

This all-in-one performance view can be used by sales managers evaluating their teams, FP&A professionals doing forward looking analysis, and executives monitoring the company’s performance as a whole.

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