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Field Guide

Monthly Recurring Revenue Tracker

By Field GuideFinance

Rating
5.0
Reviews
1
Pricing
Paid
From $25 per company per month
Listed since
2020

About Field Guide

MRR Reporting | Subscription Scheduling | Revenue Forecasting

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.

Highlights

  • 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.

Screenshots

Field Guide MRR Tracker

Image 1 of 4

Field Guide MRR Tracker

Pricing

Paid, from $25 per company per month.

Field Guide plans
PlanPriceBilled
Field Guide - MRR Tracker$25 per companyMonthly

The publisher offers discounts.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on January 9, 2020
Languages
  • English

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