How to Build MRR and ARR Reporting in Salesforce CPQ

 
 

For many companies, tracking and measuring Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR) in Salesforce CPQ is a challenge.

Throughout our 75+ successful CPQ projects, we have been asked to deliver this solution time and time again. As a result, we are sharing our collective expertise in a guide titled: Successfully Achieving MRR & ARR Reporting in Salesforce CPQ. It contains detailed instructions and best practices for effectively tracking subscription revenue KPIs in Salesforce CPQ.

Key highlights include:

  • Utilizing standard CPQ objects and workflows.

  • Building and validating your calculations

  • Tips for ensuring data accuracy and consistent reporting

  • Automations to build to drive revenue classifications

  • Suggested reports and dashboards

Download Successfully Achieving MRR & ARR Reporting in Salesforce CPQ and take the first step towards more accurate revenue reporting.

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