Help Wanted: Set ARR on customer tab with multiple opportunities

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  • Updated 1 month ago

We have multiple opportunities that can be recurring revenue and need to create a rule to update AAR on the customer tab. 

Any advice on how to do so when there are multiple opportunities? Customer's and opportunities have different contract start date so I'm finding it tricky to start with the most recent renewal opportunity and anything that falls after that for the year to be included in ARR.

Any help appreciated!
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Tony Tao

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Posted 1 month ago

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Hi Tony,

Off the top of my head you may want to create a roll-up or formula field on the opportunity that calculates that opportunity's MRR (or ARR depending).  From there you could use a bionic rule to calculate all opportunities on an account and update the MRR in GS.  Would that work for what you're trying to do?  That would get around the multiple start dates.

Alternate question, what are you using to manage and track contract (start and end dates or length)?