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Field Guide | Monthly Recurring Revenue Tracker

MRR Reporting | Subscription Scheduling | Revenue Forecasting

Overview

See How Field Guide | Monthly Recurring Revenue Tracker Works

  • Finally, the ability to track MRR, ARR, and non-recurring revenue on a month-to-month basis. Perfect for Subscription Scheduling, Revenue Forecasting, and Accounts Receivable Management.

  • Seamless, native Salesforce app: automatically set Monthly Recurring Revenue data when Opportunities are Won based on Opportunity fields - no extra clicks or need to access other apps or records.

  • Fully supports non-standard contract terms: 3 months, 16 months - no problem. Not only can each Opportunity have a unique contract term, but MRR is easily separated from non-recurring revenue and annual recurring revenue.

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.

Categories

Business Needs
Finance
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