MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Field Guide | Monthly Recurring Revenue Tracker

By Field Guide

MRR Reporting | Subscription Scheduling | Revenue Forecasting

$25   USD/company/month

Discounts available for nonprofits

Try It
Business Need
Finance

Leverage the power of Salesforce reporting to track your Monthly Recurring Revenue in the way MRR was meant to be tracked: monthly 100% Native Salesforce App | Set Up in Minutes | Dynamic MRR, ARR, and NRR Data Customized to Your Business Process

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Field Guide - Monthly Recurring Revenue Tracker/Summer 2020 1.3.0
Listed On
01/09/2020
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/09/2020

Additional Details

The Field Guide Monthly Recurring Revenue Tracker brings revenue data to life by extrapolating your MRR data into actual monthly data points. No more MRR ball-parking or exporting to Excel for reporting, the MRR and ARR of your Won Opportunities is now fully reportable within Salesforce. Features: - Native Salesforce App built into Opportunity records - no extra clicks or logins - Automatic MRR Tracking - every time an Opportunity is Won, your MRR Reporting is updated - Dynamic Data - easily change recurring revenue or contract start and end dates on an Opportunity even after its Won - Customizable Contract Terms - business not based on a 1 year contract? Have different terms for different types of Opportunities? No problem! - Separate Non-Recurring from Recurring - easily report on recurring versus non-recurring even within the same report Perfect for businesses with monthly subscription based products, SaaS companies, or firms with monthly termed pricing, the Field Guide MRR Tracker is built to easily report on your monthly recurring revenue - allowing you to see your forecasted monthly revenue for this month, this year, or the next 10 years, all within Salesforce.

Need help?

Field Guide

Hayward

Other ResourcesEmailTerms & Conditions