Revenue Performance Report

Improved Prompt:

Project: SaaS Revenue Analysis

Objective: Create a comprehensive monthly revenue performance report for the past six months to assess subscription growth, retention, and churn.

Data Required:

• Monthly Recurring Revenue (MRR) from all active subscriptions
• Total number of active subscriptions
• Number of subscriptions that churned or were canceled
• The effective date of each subscription's cancellation

Report Format Guidelines:

• Present data in a tabular format with columns labeled clearly
• Group data by month, with the timeline covering the last six consecutive months
• Include a header row with column labels and a footer row with summary calculations
• Use consistent and standard formatting for currency values (e.g., $1,234.56)

Key Metrics to Include:

1. Monthly Recurring Revenue (MRR):

   • Total MRR for each month
   • New MRR from new subscriptions
   • Expansion MRR from existing customers increasing their subscription levels
   • Churned MRR from subscriptions that were canceled

2. Number of Active Subscriptions:

   • Total active subscriptions at the beginning of each month
   • Net new subscriptions (total sign-ups minus churned subscriptions)

3. Churned Subscriptions:

   • Number of subscriptions canceled in each month
   • Churn percentage calculated as (churned subscriptions / beginning-of-month active subscriptions) * 100
   • Reason for cancellation, if available (e.g., price, product, support)

4. Monthly Change:

   • Comparison of MRR, active subscriptions, and churned subscriptions from the previous month
   • Percentage change for each metric

Additional Requirements:

• Include a brief executive summary (1-2 paragraphs) at the beginning, interpreting the key trends
• Use a standard font and a single page format for easy printing
• Do not include any customer-specific data or names
• Maintain a professional and informative tone throughout the report