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New MRR and TCV by Sales Rep

We are currently transitioning to a new Reporting solution, with a new set of Standard Reports. See Create a Summary Report for how to use the new Reporting solution. See Reporting Migration Process for more information about the transition.

This report lists the Monthly Recurring Revenue (MRR) and Total Contract Value (TCV) for charges in new subscriptions over a specified time period. It is sorted by Currency, Contract Effective Date Month and Sales Rep (a field on the Account). Additional fields from the billing account, subscription, as well as additional rate plan charge fields are included.

This report only includes MRR and TCV from charges on the initial subscription version, because MRR and TCV are not additive over time.

Additional amendments added, removed, or updated charges to the subscription that might have changed total MRR and TCV for the subscription or account are not included.

See Monthly Recurring Revenue and Total Contract Value for more information, and especially notice the 'Discount Charges' section which states, "Discount charges are not part of the MRR calculation due to the uncertain variables in discounts."

Report Source

Subscription Rate Plan Charge Data Source

Report Calculation

This is a simple list report, though the MRR and TCV are summed per Currency, Month and Sales Rep grouping.

Report Filters

This report uses the following filters:

Filter Description


  • Equals 1
  • Only charges from the initial version of the subscription are included
  • Ignores MRR and TCV if changes to the subscription were made after its creation


  • User specified
  • Dictates the time period in which to include new subscriptions

In addition to filtering on subscription version, the subscription's initial Contract Effective Date must be within the specified period to be included.

How to Customize the Report

This report assumes that setting the Contract Effective Date kicks off the subscription and sets the subscription and term start date. 

However, you can customize the report in the following ways:

  • Use a different trigger date, such as the Service Activation Date or Customer Acceptance Date by modifying the appropriate filter. 
  • Add additional columns from the Rate Plan Charge object or related objects, this includes the option to display related custom fields. 
  • Change the grouping and sub totaling.

See Standard and Custom Reports for more information.

Last modified
21:04, 14 May 2017


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