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Reporting Strategy Recommendations
Preserve reporting continuity during your CPQ-to-Revenue Management migration by covering baseline extraction, report prioritization, and unified executive reporting with Data 360 or Tableau.
Establish a Reporting Baseline Before Go-Live
Before cutover, extract and archive your current CPQ reporting baselines. Include metrics such as quota attainment, pipeline, Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR), renewal rates, churn, and average deal size. These baselines support post-migration performance comparisons and help track outcomes over time.
Rebuild Reports in Revenue Management
Start by exploring the prebuilt Revenue Management Intelligence dashboards, which cover many common reporting needs.
Use the migration as an opportunity to simplify your reporting by removing unused or redundant reports. Avoid recreating every CPQ report one-for-one in Revenue Management. Instead, identify the reports that are genuinely decision-critical, typically 10–15, and rebuild those reports first. Here are some of the key reports to rebuild early.
- Pipeline and Forecast: Quote-to-opportunity linkage, pipeline by stage
- ARR/MRR Dashboard: Active subscription ARR, new ARR, expansion ARR, churn
- Renewal Dashboard: Upcoming renewals by date, value, and sales owner
- Quote Cycle Time: Time from quote creation to closure, approval bottleneck analysis
- Billing and Invoice Status: Outstanding invoices, collections aging, payment status
Use Data 360 or Tableau for Executive Reporting
For companies that must report across CPQ historical data and Revenue Management current data at the same time, Data 360 is the recommended approach. Data 360 can ingest data from both environments and create a unified reporting layer for executive dashboards.
