Subscription revenue dashboards

Whether you are selling cloud services through Microsoft CSP or software and SaaS products- Work 365 Financial and Operational Reports can deliver the business insights you need to grow!

Centralize your billing and subscription management

Gain valuable insights into your customer subscriptions and recurring billing. Built on the Power Platform, the Work 365 PowerBI reports bring together your Billing and, Subscription information for Operational and Sales Performance.

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Prebuilt Reports, measures, and dashboards for:

Revenue analysis: monthly recurring revenue, total lifetime value, revenue from existing vs new customers, revenue by period and salesperson, revenue by product, revenue by customer

Agreements and contract analysis: One-time sales vs recurring revenue, contracts added by month, gross profit analysis by contract/customer. Analyze billing frequency, payment terms, and billing frequency

Subscription analysis: Analyze customer density, type of subscriptions (license, service, or usage), billing cycle (monthly and annual), and provisioning frequency

Operational insights: License changes by subscriptions, period, and source. Analyze which customers are adding or removing subscriptions/licenses

Profitability: Analyze profitability by customer, subscription, and by-products

Insights and analytics at your fingertips

For existing Work 365 users only. Built on PowerBI, you can customize reports, distribute dashboards with internal and external stakeholders like your customers to gain insights and make decisions.

How to get started

Set up and installation

Set up user then connect the data model to your Work 365 tenant

Data models & dashboards

Training and walk-through of your dashboards

Distribution

How to distribute the workspace, reports and dashboards

The Work 365 difference

Have complete control of your data

It’s your data. We don’t host your customer or pricing data

The simple, familiar pricing model

Your price is not based on the value

Built on the Dynamics 365 Platform

Leverage the platform you are already using

Built by people who understand your business

Used by hundreds of partner around the world

Trusted by leading companies around the globe

The best way to manage a Microsoft CSP Practice

“With well over 100% YoY growth in our our CSP business, we have been forced to adapt quickly and continue to bring new billing and service management features to our customers. Since we were already using Dynamics as our CRM platform, selecting a billing and provisioning system based on Dynamics was an easy decision to make. The Work 365 system, however, is far more than CSP billing in CRM. It’s a completely built out and fully featured back end for a Microsoft CSP practice of nearly any size. It’s clear from the first day you begin onboarding that the folks behind this system are in the business themselves and have a perfect understanding of what matters most.”

- Mike Prachar

Great tool for Doing Microsoft Cloud Service Partner

“Work 365 is a great and innovative add-on for Dynamics 365 for Microsoft CSPs. It has all the features which enable CSPs to scale quickly with minimum resources. The support for Implementation is Exemplary. A must add-on for Dynamics 365 and Cloud business. Thanks a lot for superb support.”

- Gandhavadi Gopinath

Great Dynamics Integration

“As a direct CSP partner with Microsoft, we needed a tool to tie in the Partner Center with our Dynamics system AND integrate with QuickBooks online. This tool did it all for us! The onboarding team was great and guided us with implementation and customizations. Super easy and a great tool.”

- Jim Richardson

Great Solution for Managing our Subscriptions with ease!

“We recently switched to Work 365 from another online marketplace provider and we couldn’t be happier. We’re now able to easily and quickly get customers set-up, provisioned, notified, billed, and collected all from the Work 365 App. Making adjustments to subscriptions is easy and really quick, with a seamless connection to Partner Center. Payment set-up for our customer’s Credit Card and ACH is secure and so easy to do. We’ve been live for a week and have already.”

- Kyle Collins

A great solution that allows taking advantage of Partner Benefits

“Great solution that meets all the requirements that Microsoft requires and that allows us to succeed as a CSP partner. Great work team, from installation to support have helped us work with Work365.”

- Jesús Gilberto Verástegui Mancillas

Ready for dashboards and reports for Work 365?

Power BI Reports are for existing Work 365 Users.
Email us at [email protected].

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