Advanced SaaS Metrics

Advanced SaaS Metrics SuiteApp lets you inspect and analyze recurring revenue for contract-based and software as a service (SaaS) business setups. The SuiteApp creates contract transaction records from sales orders, invoices, or CSV imports and then processes them for viewing as metrics on the dashboard.

You can do the following from the SaaS Metrics dashboard:

• View tiles for your company's key performance indicators (KPIs) such as monthly recurring revenue (MRR), annual recurring revenue (ARR), total customers, new customers, churn rate, and renewal rate. From the tiles, you can also view comparisons from the previous month for each of these KPIs.

• View annual recurring revenue amounts per month.

• View a 12-month rolling forecast to gauge the annual or monthly run rate of recurring revenue from existing customers.

• View detailed ARR and MRR information for each new, downsell, renewal, upsell, or churn amounts.

• View a graph or table that lets you compare the new and churn customer count per month.

• View a report showing the customer count per month.

• View metrics for a single subsidiary.

• View metrics for consolidated subsidiaries.

Advanced SaaS Metrics has the following features:

• Use of sales orders and invoices as the primary source record for the dashboard. You can also select secondary source records for information that may not be available in sales orders or invoices.

• Ability to import contract transaction records through CSV.

• Capability to establish contract relationship manually through a custom field or by letting the SuiteApp automatically predict related contracts.

• Process and include RMA (return authorization merchandise) records in the dashboard calculations for sales orders, invoices, and CSV imported records.

This SuiteApp is available in all languages that NetSuite supports. For more information, see Configuring Multiple Languages.

Advanced SaaS Metrics is only available for OneWorld accounts.

Read the following topics to learn more about this SuiteApp:

• Advanced SaaS Metrics Terms and Definitions

• Advanced SaaS Metrics Use Cases

  • Returns in Advanced SaaS Metrics

  • Contract Renewals in Advanced SaaS Metrics

  • Metric Types in Advanced SaaS Metrics

• Advanced SaaS Metrics Best Practices

• Required Features for Advanced SaaS Metrics

• Installing Advanced SaaS Metrics

• Advanced SaaS Metrics Process Flow

• Advanced SaaS Metrics Setup

  • Giving Role Access and Setting Required Permissions for Advanced SaaS Metrics

  • Giving Access to Advanced SaaS Metrics Workbooks and Datasets

  • Setting an Item as Renewable

  • Setting Advanced SaaS Metrics Preferences

  • Scheduling the SaaS MR Create Contract Transaction Script

  • Deploying Script for Secondary Records

• Viewing Advanced SaaS Metrics Transaction Records

• CSV Imported Records

  • Processing CSV Imported Records

  • Deleting Imported Records

  • Entering Returns Through CSV Import

  • Reprocessing CSV Imported Records

• SaaS Metrics Dashboard

  • Using Filters in the SaaS Metrics Dashboard

  • Viewing SaaS Key Performance Indicators

  • Viewing the ARR Graph

  • Viewing the Advanced SaaS Metrics Roll Forward Report

  • Viewing the New vs. Churn Customer Count

• Advanced SaaS Metrics Limitations

Availability

Advanced SaaS Metrics is a public and managed SuiteApp. As a managed SuiteApp, it is automatically updated when enhancements or new features are added.

For instructions on installing this SuiteApp, see Installing Advanced SaaS Metrics.

General Notices