Recurring Revenue / SaaS Content reporting and goals is currently in the Beta stage, if you're interested in participating please contact your CSM.

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

1. Go to Settings > Goals

   

2. Click + New Goal

   

3. Select the Recurring Revenue Goal template, then click Next

   

4. Enable the goal by toggling to ON (green with a checkmark)

   

5. Create segment

   1. Enter a Segment Name

   2. 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

   3. Select a Recurring Revenue Calculation Field [be sure you're selecting a field that is following by (recurring revenue)]

   4. Click the plus symbol + by Add Segment and repeat a-c to add additional segments to this goal

      

6. Goal Configuration

   1. Configure Calculation options

      1. select an interval

      2. select a calculation

   2. Configure Goal Hierarchy

      1. select the hierarchy to which you want this goal applied

         

7. Click Save

If you run into any issues, please contact support.