Tracking Variable MRR

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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My business model relies on the performance of our partners (customers). We integrate our system with theirs, and depending on their performance, we take an agreed share of revenue. This means that our MRR per partner solely relies on their MRR, which makes it variable month on month.

We have projected MRR figures and target MRR figures, but we want to measure performance agasint actual MRR figures. What is the best way to do this? We need figures for actual MRR each month against the partner, able to be stored historically also so measure performance over time.

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Hi @BMcDonald54,

Thanks for bringing this to the Community!

To start, you may want to look into using custom properties on the company object to track this. You can find more on creating custom properties here:

I’d also like to tag in some of our Top Contributors to see if they have any suggestions on this:

Hey @karstenkoehler, @MichaelMa , @CarolinaDeMares -- Do you have any suggestions on this?

Thanks in advance!

Sam, Community Manager