LISA Business Analytics

This guide explains how to install, connect and use LISA Business Analytics.

Pre-Requisites

Confirm the following prerequisites before installation. Access and configuration may be completed by a Power BI or Business Central administrator.

• LISA Business is licensed and in use in Microsoft Dynamics 365 Business Central online.
• Each person who installs or views the app has the required Power BI licence.
• Your Power BI administrator permits template app installation in the tenant.
• You can access and authenticate to the Business Central environment containing the LISA Business data.
• The target company contains the subscription data that should appear in the reports.

What the app provides

• Annual, quarterly and monthly recurring revenue views.
• A clear Future Period split for distinguishing historical/current periods from forward-looking periods.
• Customer-level average monthly revenue, tenure and acquisition trends.
• Churned-customer revenue impact, tenure and churn trends.

Forecast values are a baseline based on current subscription commitments and renewal assumptions. They are not a prediction of future wins or losses, and they do not deduct expected churn.

Install, connect & Set up the app

1. Complete the Future Actions & Power BI Setup within the Subscription Parameters page in Business Central (see more information below)
2. Open the LISA Business Analytics listing and choose the option to install the app.
3. Review the installation prompt and continue to create the app in your Power BI tenant.
4. When prompted to connect data, provide the Business Central environment and company details requested by the template.

5. Authenticate using an account authorised to read the relevant LISA Business data.

6. Apply the connection and run the first refresh.
7. Open the report and confirm that the three report pages display data.

Business Central Setup

Within the Subscription Parameters page, complete the following parameters.

Section	Field	Description
Power BI	Power BI Report Start Date	Specifies the start date of the reporting window used when populating the Power BI revenue table. Actions with date ranges fully outside this window are excluded.
	Power BI Report End Date	Specifies the end date of the reporting window used when populating the Power BI revenue table. Actions with date ranges fully outside this window are excluded.
Automated Future Actions Process	Enable Automated Future Actions Process	Specifies whether the automated future actions process is enabled. When enabled, the system will periodically regenerate future subscription actions up to the configured horizon date.
	Future Actions Process Time	Specifies the time of day at which the automated future actions process will run
	Future Actions Interval	Future Actions Process Time
	Future Actions Interval Unit	Specifies how many units of time must pass between each automated future actions run.
	Future Actions Horizon	Specifies the time unit for the future actions interval (Days, Weeks, or Months).
	Future Actions Horizon Unit	Specifies the time unit for the future actions horizon (Months or Years).
	Run Power BI After Future Actions	Specifies whether the Power BI revenue table population process should run automatically after a successful future actions generation. Uses the existing Power BI start and end dates from the Power BI group.

Navigate the reports

Recurring Revenue

This page presents the same recurring-revenue picture at three levels of time detail. Each chart uses Revenue and splits the values by the Future Period status shown in the legend.

Visual	Time view	Use it to
ARR	Year	Review long-term recurring-revenue direction and compare years.
QRR	Quarter and Year	Review medium-term movement and quarter-to-quarter changes.
MRR	Month and Year	Review the most detailed recurring-revenue movement and near-term changes.

Customers & Revenue

This page links customer-level revenue and tenure with new-customer trends. In the current release, the page is not explicitly filtered to active customers, so this guide uses the report page name Customers & Revenue.

Visual	Purpose
Total Monthly Revenue per Customer	Compares customers by Average Monthly Revenue and presents the highest values first by default.
No. of New Customers by Year	Shows long-term customer acquisition movement using Earliest Action Date at yearly level.
No. of New Customers by Month	Shows shorter-term customer acquisition movement using Earliest Action Date at monthly level.
Customer detail table	Shows Customer No., Customer Name, Lifetime Months and Average Monthly Revenue together.

Churn

The Churn page focuses on customers with churn information and the associated average monthly revenue. The revenue chart and customer table explicitly exclude blank Churn Date values.

Visual	Purpose
Average Monthly Churned Revenue per Customer	Ranks churned customers by the average monthly revenue associated with the customer.
No. of Churned Customers by Month	Shows churn movement at monthly level using Churn Date.
No. of Churned Customers by Year	Shows longer-term churn movement at yearly level using Churn Date.
Churned customer detail table	Shows Customer No., Customer Name, Lifetime Months and Average Monthly Revenue for records with a Churn Date.