Any SaaS folks here that can provide some insight ...
# general
z
Any SaaS folks here that can provide some insight on best practices for ARR reporting in NetSuite? We just went live on NetSuite this month and have historically reported ARR from HubSpot but are now realizing the limitations of that approach within HubSpot. We've integrated HubSpot and NetSuite through Celigo, so customer information is flowing properly, at this point it's more about making sure the different components of ARR are being captured correctly in NetSuite. Thanks in advance!
a
Hey Zach - ARR/MRR reporting is not available out of the box with NetSuite. If you look into it with SuiteAnswers, is usually tied to SuiteBilling which may not be applicable. I have found using a Revenue Plan search to create ARR/MRR reporting to be the most successful as you can get the monthly planned revenue amounts, but it still takes a fair bit of defining by the users of the reporting (i.e. are specific items such as Implementation needing to be excluded from ARR etc.)