Data Sources are the inputs that SaaSGrid uses to calculate metrics. SaaSGrid integrates with CRMs to ingest customer contract details and automatically create revenue Data Sources. Currently SaaSGrid supports Salesforce.
The Salesforce integration works by tracking each unique Account’s Opportunities. The Opportunity Types set-up in Salesforce must map to one of three contract types in SaaSGrid:
Example: Acme Corp signs a one year $1k MRR contract on 1/1/2023, designated on a New Contract Opportunity. In June they expand the contract to $1.5k using a Mid-Contract Change Opportunity. On 1/1/2024 they renew the contract for another year on a Renewal Opportunity.
Currently, all changes in the MRR require a new Opportunity.
“Amount” is the field that designates how much a contract is worth. You can use Salesforce’s default Amount field or a custom Opportunity field. You can designate your Amount field as one of three types:
For mid-contract changes, Amount either designates:
Examples: Amount type is MRR: Acme Corp signs a $1k MRR contract on 1/1/2023, and expands to $1.5k MRR on 6/1/2023. If the mid-contract change amount is “Total” then Amount should be $1.5k. If the mid-contract change amount is “Difference,” Amount should be $500.
Dates designate the period a contract is active. There are two ways to designate the start date of a contract:
In chart settings, you can toggle between using Close Date (Contracted ARR) and Contract Start Date (Live ARR).
There are three ways to designate the end of a contract:
Contracts that are designated as "Month-to-Month" via a custom field will continue indefinitely until Contract End Date is populated.
For mid-contract changes, End Date should match the End Date of the contract being amended. If it does not, or the Contract Length implies it does not, it may cause issues with metrics. If no End Date or Contract Length are designated, mid-contract changes will default to ending on the same date as the master contract.
Salesforce integrations are currently conducted via one on one onboarding, which can be scheduled here. SaaSGrid supports Salesforce formula fields, which can be set-up during onboarding.