1. Order Management
  2. SaaS Metric Reporting
  3. Subscription Metrics
  4. Installing and Setting Up the Subscription Metrics SuiteApp

Installing and Setting Up the Subscription Metrics SuiteApp

This topic includes instructions for installing and setting up the Subscription Metrics SuiteApp.

It is intended for administrators and users with the necessary permissions to work with the SuiteApp.

In this topic, you'll find:

  1. Prerequisites and Post-Installation Tasks for Subscription Metrics SuiteApp - Requirements for NetSuite version, account type, enabling key features, and post-installation setup.

  2. Installing the Subscription Metrics SuiteApp - Steps to install the SuiteApp from the SuiteApp Marketplace, including important notes to prevent common installation errors.

  3. Configuring Subscription Metrics Fields on Item or Service Item Records - Steps to configure Subscription Metrics fields on item or service item records to ensure accurate tracking of recurring revenue and other key metrics.

  4. Assigning Roles and Permissions for Subscription Metrics - Required permissions and how to assign them to custom roles.

  5. Setting Up KPI Formulas and Preferences - Steps to set up and customize KPI formulas and configuring the currency exchange rate type to match your business requirements.

Follow the sections in order or refer to specific steps as needed to ensure a smooth setup and optimal use of the Subscription Metrics SuiteApp.

Related Topics

General Notices