Revenue Analytics

Softrax Revenue Analytics empowers you to make the right business decisions by providing complete insight into your revenue. With both predefined and easily customizable views of your revenue, you can quickly analyze revenue streams and detect recognition delays by account, product, project and multiple additional criteria. As a result, Revenue Analytics gives you the flexibility you need to quickly answer strategic questions about current and future revenue performance.

• Analyze revenue across multiple dimensions
• Access most requested revenue information via "pre-defined" views
• Create an unlimited number of "custom" views

Predefined views enable executives to be productive immediately:

• Period Activity Report: Provides JE Activity into revenue and deferred revenue accounts
• Period Forecast Report: Shows expected JE activity based on already scheduled revenue
• Revenue Analysis Report: Displays balances of billed and unbilled revenue
• Aged Revenue Report: Provides a key performance indicator for revenue recognition, how much time has elapsed since expected recognition date

These standard views can be easily personalized to analyze revenue data by over 25 attributes, including Account, Company, Contract, Customer, Period, Product, Revenue Stream, Sales Order, and Territory.

Delivering this level of insight requires an intuitive way to visualize massive amounts of transactional data. Softrax Revenue Analytics puts powerful querying and analysis functionality into a graphical interface so that executives and financial professionals can easily drag and drop the data they want to see.

Solution highlights

Make the right business decisions based on complete insight into your revenue Support key business decisions with the most current and accurate financial data Get personalized views of revenue information with a click of a button, anytime and anywhere Analyze current revenue in greater detail by account, product, and revenue type Reduce custom reports requests and the complex spreadsheets needed to support them

Quick and easy implementation gets executives up and running Customize any view: Add/delete/change fields via simple drag and drop Drill-down graphically: Find the insight you need by clicking on data elements or graphs to see the details behind the trend Compare performance snapshots over time. Understand the evolution of your business and revenue by comparing snapshots over time Export data to Excel: Take revenue data offline for further analysis, dissemination, and reporting Ensure data security: Control user access to revenue data through flexible role based security Access anytime, anywhere: Softrax BI is completely web-based and can easily be accessed through your browser with full security protection