Dashboard and reporting — financial health
Quickly understand the health of your business by understanding trends in billing and revenue management. The Ordway platform offers full reporting out of the box for SaaS metrics, Accounts Receivable, Revenue, Billing, Invoicing, Renewals, and Subscriptions. See MRR growth over time, visualize your customer mix, and drill down into the inner workings of your business.
Out of the box reports include the following:
- Total invoices sent and received
- Monthly Recurring Revenue (MRR) metrics
- Growth of customers
- Growth of contracts
Ordway’s native custom reporting framework empowers users to report on any data stored within the Ordway platform. This includes any custom fields created by customers based on their business needs.
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Total invoices sent and received | Ordway |
Customers by invoice and payment value | ||
Invoice value by product or plan | ||
Payment value by product or plan | ||
Business health diagnostic – trailing days snapshots | ||
Payment value by product or plan |
Monthly Recurring Revenue (MRR) metrics | ||
Growth of revenue Month over Month (MoM) | ||
Total MRR (new customers, churn, product, plans) | ||
Net new MRR for time period (new, expansion, churn, contraction) |
Growth of customers | ||
Active customers with at least one contract | ||
Active customer count over time and growth | ||
Customers' distribution by product plan | ||
Customer by lifetime billed |
Growth of contracts | ||
View number of active contracts | ||
View growth in number of contracts | ||
Distributions of termed and evergreen contracts (by product and plan) | ||
Understand contracts with past renewals | ||
Understand contracts with upcoming renewals | ||
Renewed contract value for a given month interval | ||
Renewed contract by value of contract and term | ||
Renewed contract by count of contract and term – whether or not it is termed or not termed | ||
Upcoming renewals by period | ||
Top customers by renewal amount |
Custom reporting | ||
Design reports based on any field stored in the Ordway platform | ||
Create reports based on custom fields based on your business | ||
Save reports for future use | ||
Schedule reports to be emailed to stakeholders at regular intervals |