SaaS Subscription Billing Dataset
Reconcile monthly subscription charges, collections and refunds across plans.
A practical workbook exercise for revenue operations and finance analysts. Work from the underlying records, compare the relevant totals and explain how you reached your result.
About the dataset
This original synthetic dataset contains 440 source records across three related tables. The records are fictional and designed for descriptive business analysis.
Dataset details
| Industry | B2B software and SaaS |
| Formats | Excel workbook and CSV files |
| Source records | 440 |
| Related tables | 3 |
| Fields across table schemas | 16 |
| Reporting cutoff | September 30, 2026 |
| Currency | USD for monetary fields |
| Source | Original synthetic data created for Jolene.pro Workbook Studies |
What's included
- Accounts: 40 records and 4 fields. One business account.
- Subscriptions: 100 records and 6 fields. One subscription with unchanged seats and price in the supplied period.
- Billing: 300 records and 6 fields. One month-end charge for one subscription.
Recommended analysis
- Which plans contribute the most billed recurring charges?
- How much remains uncollected?
- How do refunds change net cash collections?
- Does revenue per account differ from revenue per seat?
How to work with the data
Use the following relationships to connect the source tables:
- Subscriptions.customer_id → Accounts.customer_id
- Billing.subscription_id → Subscriptions.subscription_id
Check the row grain before joining. Aggregate repeated child records to the required level before combining totals, so parent amounts are not counted more than once.
You can explore the workbook in Excel or Jolene.pro, or use the CSV files with SQL, Power BI and other analysis tools.
Definitions and assumptions
- Seats and prices do not change during the period. All subscriptions start before the first month-end bill.
- Billing rows are monthly charges, not recognized accounting revenue. Refunds reduce collected cash and do not exceed collections.
Use the field definitions and nullable-column guidance in the included data dictionary. Interpret blank values and reporting dates according to the scenario notes.
Downloads
The complete dataset ZIP includes the Excel workbook, three matching CSV files, a data dictionary, scenario notes, a source-row preview and license details.
Reuse and attribution
These are synthetic records, not customer data or industry benchmarks. Reuse is allowed under Creative Commons Attribution 4.0 International (CC BY 4.0). Credit Jolene.pro and identify any changes you make.