Software & SaaS
Software & SaaS: subscription/MRR, project, support, BI.
Challenges
- Subscription income is not tracked as monthly recurring revenue.
- When the seat count changes, the invoice has to be corrected by hand.
- Conversion of trial users to paid is not measured.
- Cancelling customers go unnoticed and the reason stays unknown.
Workflows
Subscription and seats
- The customer is subscribed with a plan and a seat count.
- Seat increases or decreases are prorated within the period.
- The invoice is generated automatically on the renewal date.
Trial and cancellation
- A trial period is defined and its end date is tracked.
- Those who convert to paid and those who do not are reported separately.
- On a cancellation request the reason is recorded and the subscription closes at period end.
Documents
- Sales invoice
- Subscription agreement
- Plan and seat record
- Cancellation request record
Reports
- Monthly recurring revenue
- Seat and plan distribution
- Trial conversion rate
- Churn listing
Metrics
- Monthly recurring revenue
- Churn rate
- Trial conversion rate
- Average revenue per customer
Compliance
- Distance selling and subscription rules
- Data processing agreement
- GİB e-Invoice / e-Archive
- Kvkk
Glossary
- Subscription
- Recurring subscription invoice
- Seat count
- Licence entitlement with a count
- Trial period
- Free-of-charge validity period
- Churn
- Subscription termination record
FAQ
Can I see monthly recurring revenue?
Yes — active subscriptions are aggregated and tracked as monthly recurring revenue.
Does the invoice adjust when the seat count changes?
Yes — mid-period increases and decreases are prorated onto the invoice.
Can I record the cancellation reason?
Yes — the reason field is filled on the cancellation request and reported.
Can I measure the move from trial to paid?
Yes, trial and paid subscriptions are held as separate statuses and the conversion rate is reported.
Can I track annual and monthly plans separately?
Yes, the plan period is defined on the subscription record and revenue is reported separately for each.
