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New Multiyear Revenue Report (MYRR) Territory Review Add-In Tool for Understanding Past Account Performance

New Multiyear Revenue Report (MYRR) Territory Review Add-In Tool for Understanding Past Account Performance

Hyde Miller & Scott Wise - March 13, 2013

WHAT IS IT:

New in the JMP Internal Territory Review Add-in is a Multiyear Revenue Report  (MYRR) Tool

• Displays all Total Sales Revenue Components (Upgrade, New, NSR, Renewal, TSR)
• Shows Up to the Past Six Years of Account Performance
• Provides Performance Metrics for Sales Growth, Consistency and Momentum

Disclaimer: The MYRR Tool Provides Valuable Info to Aid in Your Account Strategy but is not a Prescriptive Tool for Account Actions!

HOW DOES IT WORK:

Launch the JMP Internal Territory Review Add-in and Select Territory, Region, or String Match and click on Multiyear Revenue

• Time Span: Based on Latest Data Provided (Right Now 2017 Through End of 2022) <2023 Data Updates are Imminent>
• Team Assignment Rule: Based on Latest Account Team Code = Last Team that Registered Renewal or Sale

Note: If You don’t See the Multiyear Revenue Button, Reinstall and Remap the JMP Internal Territory Review Add-In!

WHAT ARE THE FILTERS:

Filters Available:

• Latest Team Code
  • Teams
• Latest Company
  • Accounts
• Sales Type - Preferred
  • TSR = Total Sales Revenue
  • Renewal
  • NSR = New Sales Revenue
• Sales Type - Additional
  • NSR Components = New, Upgrade, Click (Clickwrap) and EDU (eLearning Sub)

Note: Some customer accounts may be represented by multiple Last Company names!

(Ex: Both Aqtual and Aqtual, Inc are in the system)

WHAT CAN YOU LEARN:

Report Insights:

(Built-In Reporting Sections)

1. Growth Pattern
2. Sales Type Breakdown

(Under Account List by Rules Selections)

1. Sales Growth Metric
2. Sales Consistency Metric
3. Sales Momentum Metric

Try it for yourself and let us know your ideas to improve the tool even further!

See the attached “MYRR How-To Instructions” Word Document and “MYRR Territory Review Slides” PowerPoint to learn more about report details, output and metric formulas.

SPECIAL THANKS:

For Your Inspiration, Data, Testing, Ideas and Other Help:

• Jon Weisz
• Andy Zhou
• ChulHee Min
• Ian Cox
• Chuck Boiler
• Jed Campbell

Thank You: From Hyde & Scott

Re: New Multiyear Revenue Report (MYRR) Territory Review Add-In Tool for Understanding Past Account Performance

Great work, and having the data enables a lot of extra analysis. Here's a sample script/dashboard to find "top 10" customers.

Shared file one OneDrive 

Re: New Multiyear Revenue Report (MYRR) Territory Review Add-In Tool for Understanding Past Account Performance

This is so awesome. Nice addition to this already useful Add-In for territory and account analysis. Nice work.