You will be asked to provide Pluribus Technologies with a weekly report on the performance of Social5. This report include three main components:
Annual Recurring Revenue
New Bookings
Deactivations
You'll find the report here. Please note that the format of the report may change. Although Pluribus initially asked for a large amount of data, they have scaled back their request to simple numbers on ARR, booking for the month and deactivations for the month. Here's the link . . .
VIEW SOCIAL5 GROWTH METRICS REPORT
So here's how to generate the reports:
Annual Recurring Revenue: This report is generated using the Basic Recurring Billing report in the Social5 backend. You can access the report by clicking here. Run a report on all active accounts in our system. Do not remove accounts that are scheduled for deactivation. Pluribus would like those businesses included in the tally. Copy and paste this data into the ARR tab of the Social5 Growth Metrics Report.
New Bookings: This report is the Sales Report maintained by the Social5 sales team. It can be found in Dropbox by clicking here. Simply copy and paste all sales data from the current month into the New Bookings tab on the Social5 Growth Metrics Report.
Deactivations: This report is generated using the Deactivations (CSV) report in the Social5 backend. You can access the report by clicking here. You will run this report by calendar month and copy and paste it into the Deactivations tab of the Social5 Growth Metrics Report.
Once all of that information has been compiled, go ahead and update the Master tab of the report. Pluribus has asked for weekly totals. It is cumbersome to provide the information that way. I believe Pluribus would be fine moving the report to a cumulative report that includes monthly tallies only. But that would be worth a discussion with them.
The report is due by EOD Friday. Simply update the data and Diane Pedreira will pull the information Monday morning for their leadership meeting.