Hi everyone! I'm a newer Admin and trying to figure out how to track ARR/MRR in Sales Cloud. We don't have CPQ and I don't think we'll be getting it any time soon. What do you think would be the most efficient way to track recurring revenue?
I was thinking of creating custom fields on the Product/Opportunity Product objects tracking the start/end date, contract term, MRR and ARR and then creating a rollup summary to the opportunity. Does that sound right? Or maybe there's a way to get it from our bookkeeping software? Thank you so much for any insight you may have.
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