Does anyone have a good template for when you are given a sales cube on a growth equity case study. The examples online I found weren't great, and I feel like the examples on a case study will be way harder.
Any insights / templates that can be shared are welcomed.
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I don’t have a template but what’s your question / analysis you’re worried you can’t do?
It's unstructured data from an invoice output with lot's of blanks, uneven contract lengths, and examples of expansionary revenue. Need to create an MRR roll forward with that information when not parameters were given. I.e there's no end contract date that signals churn, no trigger that signals expansionary or contractionary revenue streams.
If it’s bad data you can use a series of IF Statement formulas to cut the data. For example a new customer win would be if they don’t have revenue the previous month and they did this month (if data is bad extend it to be if they didn’t have revenue the previous quarter so you eliminate the variability of choppy invoicing). Tough to delineate expansion versus true new product upsell without some sort of revenue by product by customer dataset same applies to Downsell (hard to delineate contraction vs. true Downsell). Churn same formula logic as Wins it is a churn if they had revenue but didn’t in the following month (extend it to didn’t have revenue for three months if the data is choppy). If you have revenue by product level info you can further delineate between seat expansion/contraction versus product upsell/Downsell.
Thank you so much. That’s sort of what I ended up doing, just felt super sloppy doing that.
Churn revenue and new revenue was easy to do, others not so much.
Also, how do you account for renewal? Monthly contract that is $100 each month and company renews each time. Is that “new revenue” in an MRR roll forward?
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