Best Practices of Using the Subscription Metrics SuiteApp

To ensure optimal performance and accuracy when using the Subscription Metrics SuiteApp, follow these best practices.

Ensure that your NetSuite edition, features (SaaS Metrics, Advanced Billing), and account (OneWorld) meet the SuiteApp requirements before installation.
Assign the SaaS Metric permission to roles to enable dashboard access and usage.
Enable SaaS Metrics and set correct start and end dates on all applicable item and service item records. If you have a large number of items, enable SaaS Metrics for items in small batches. This will help prevent system performance issues.
Set up and maintain accounting periods for all subsidiaries to ensure accurate ARR and MRR reporting.
Use dashboard filters (subsidiary, customer, item, and others) to access the data you need.
Limit date ranges (maximum 36 months) to avoid timeouts or incomplete reports.
Review custom datasets (for CAC, etc.) for accuracy, naming conventions, and required columns, especially after business or system changes.
Export and check CSV data for analysis and consistency. To see accurate data in the export, you must have access to all transactions.
Keep up with automatic updates.
Document and test any custom KPI formula changes.
Use filters to manage large data sets and avoid errors.
Refer to troubleshooting resources for error messages. If you still have issues, contact your NetSuite account administrator or Customer Support.