Monitor the success & progress of all of your products with Recurring Revenue / SaaS goals. Using your SaaS metrics, we can set and track your goals, give you inspection access so you can share success and make improvements where needed.
🚨 Prerequisite 🚨
Before you can set goals for recurring revenue, be sure you've configured a recurring revenue content calculation.
Creating Recurring Revenue / SaaS Goals
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Click goals (or go to to Settings > Goals)
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Click + New Goal
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Select the Recurring Revenue Goal template, then click Next
- Enter a name & description, then click Next
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Enable the goal by toggling to ON (orange with a checkmark)
- You can add attainable and attainment filters (optional)
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Create segment
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Enter a Segment Name
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Select a Recurring Revenue Attainment Date [be sure you're selecting a field that is following by (recurring revenue)]
Note:To include contracts active at the beginning of a period, filter on Period Start, to include contracts active at the end of a period, filter on Period End
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Select a Recurring Revenue Calculation Field [be sure you're selecting a field that is following by (recurring revenue)]
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Click the plus symbol + by Add Segment and repeat a-c to add additional segments to this goal
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Goal Configuration
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Configure Calculation options
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select an interval
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select a calculation
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Configure Goal Hierarchy
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select the hierarchy to which you want this goal applied
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Click Save
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