Setting Up Account Metrics

To set up account metrics, configure the components described below. For conceptual background, refer to KPI Metrics.

Account Metrics

Account metrics track changes to recurring or transactional items, like creation, termination, price/quantity modifications, to display the recurring revenue or growth/churn rates aggregated over all subscriptions of an account on a monthly basis, producing MRR values. Account metrics are related to the account and the subscription.

The main component is the Account Metric object, which is nearly identical to the Subscription Metric object. It holds the following information:

In addition, you can define summary fields on the account in order to calculate future MRR values. For details, see Creating Additional Account Fields.

Setting up the Account Metric object and related functionality involves

• Configuring account metric permissions
• Enabling account metrics creation
• Creating additional account fields
• Optionally, enabling account metric list display
• Scheduling account metric generation
• Optionally, enabling additional account metric information for the metric records

Once set up, you can use Business Reports to display the resulting metrics in easy-to-understand formats, including graphs.

Configuring Account Metric Permissions

You must manually configure the access to the Account Metric object.

1. Create a new permission set.

   For details, see Create Permission Sets in the Salesforce Help.

2. Assign Read, Create and Edit permissions for the Account Metric object to the new permission set.

   For details, see Edit Object Permissions in Profiles in the Salesforce Help.

Enabling Account Metrics Creation

The global settings field Subscription Metrics Scope contains a comma-separated list of strings that controls which metrics data is produced. The possible values include:

If Subscription Metrics Scope is not set, JustOn falls back to Subscription and creates subscription metrics by default.

1. Click to enter Setup, then open Custom Settings.

   In Salesforce Lightning, navigate to Custom Code > Custom Settings.

   In Salesforce Classic, navigate to Develop > Custom Settings.

2. Click Manage in the row of Global Settings.

3. Click Edit in the Default row.

4. In the field Subscription Metrics Scope, specify the intended scope.

   The value can be one of Subscription, Account or Subscription, Account.

5. Click Save.

Creating Additional Account Fields

Optionally, you can set up summary fields on the account in order to report future MRR values. The summary fields are not shipped with JustOn, but you can easily create them.

The MRR summary fields are refreshed when the MRR job is executed.

The summary fields must be of the data type Currency. The API name must use the pattern MRR_Zm__c or MRR_Zm_f__c, where

• Z is a positive number that represents months, like MRR_0m__c, MRR_12m__c
• f indicates that the field considers future contracted MRRs

To create MRR summary fields for accounts:

1. Navigate to the fields list of the Account object.

2. Create the MRR summary fields as required.

   For help about creating fields, see Managing Object Fields.

3. Allow the users who execute the MRR job write access to the MRR summary fields either by adding them to their assigned profiles or permission sets.

   For details, see Set Field Permissions in Permission Sets and Profiles in the Salesforce Help.

4. Allowlist the MRR summary fields to make them accessible for database queries.

   To this end, create new Field Whitelist records for the new fields.

Enabling Account Metric List Display

Optionally, you can enable the display of related account metrics on the account page using Salesforce's related list functionality (see Work with Related Lists on Records in the Salesforce Help).

1. Navigate to the object management settings of the Account object.
2. Click Page Layouts.
3. In the Account Layout row, click Edit.
4. Select the Related Lists palette.
5. Drag the Account Metrics list to the Related Lists section.
6. Click Save to save the modified page layout.

For help about modifying page layouts, see Managing Pages.

Enabling Account Metric Generation

To create or update account metric records, you can

• schedule the subscription metric builder job (which is the preferred option),
• create a custom flow, or
• enable the Update Metrics button to allow users to manually start the metrics creation.

Scheduling Account Metric Generation

The preferred way to create or update both subscription metric and account metric records is to schedule the subscription metric builder job.

The subscription metric builder job does not require additional parameters. That is, you can set up the job directly for the corresponding Apex class BatchSubscriptionMetricBuilderJob. For details, see Scheduling Concepts.

To schedule the subscription metric builder job, you can use either JustOn's Scheduled Jobs page or Salesforce's Schedule Apex functionality. For details, see Scheduling a Job.

Via JustOn's Scheduled Jobs page:

1. Open the Scheduled Jobs page.

   Use the following URL https://login.salesforce.com/apex/ONB2__JobsSetup, or, if you are already logged in, append apex/ONB2__JobsSetup to your org's domain name.

   You can access the Scheduled Jobs page via the JustOn configuration app ( > JustOn Configuration > Jobs Setup).

2. From the Apex Job drop-down list, select Subscription Metric Builder Job.

   The Job Name field is automatically set to BatchSubscriptionMetricBuilderJob.

3. From the Start Time drop-down list, select the preferred execution time.

4. Optionally, edit the displayed cron expression to adjust the execution time.

5. Click Schedule.

   This sets up the subscription metric generation to be executed at the specified time.

Via Salesforce's Schedule Apex functionality:

1. Click to enter Setup, then open Apex Classes.

   In Salesforce Lightning, navigate to Custom Code > Apex Classes.

   In Salesforce Classic, navigate to Develop > Apex Classes.

2. Click Schedule Apex on top of the list.

3. Specify the details as required.

   • Job Name
   • Apex Class: BatchSubscriptionMetricBuilderJob
   • Frequency: Weekly or Monthly (with an according weekday or day of month setting)
   • Start
   • End
   • Preferred Start Time

4. Click Save.

   This sets up the subscription metric generation to be executed at the specified time.

For more details about job scheduling, see Scheduling a Job in the JustOn documentation and Schedule Apex in the Salesforce Help.

Creating Account Metric Generation Flow

It is possible to update or create the account metrics for a single account using a custom flow, which calls the Apex action BuildSingleMetricInvocable to trigger the metric generation. The Action requires the account ID as input parameter.

1. Click to enter Setup, then navigate to Process Automation > Flows.
2. Click New Flow.
3. Select Record-Triggered Flow and click Create.

4. Configure the Start element.

   Option	Description
   Object	The object whose record modifications are to update a source record, usually Subscription or Item
   Trigger	The type of record change that triggers the flow, like A record is updated
   Conditions	The use case-specific trigger conditions, one or more filter criteria for evaluating certain field values or a formula for evaluating records
   Optimize for	Actions and Related Records

5. Click and add the following Action element.

   Option	Description
   Action	The Apex class to call, must be BuildSingleMetricInvocable
   Input Values	Invocable variables for the Apex class Account Id: specifies the reference to the ID field of the account for which to create account metrics

   Specify a label and an API name as required.

6. Click Save.

   Specify a label and an API name as required.

7. Click Activate.

   When the defined conditions are met, JustOn Billing & Invoice Management triggers the flow and creates or updates account metrics for the relevant account.

   For help about creating flows, see Flows in the Salesforce Help.

Enabling Account Metric Generation Button

Certain business use cases may require users to create or update account metrics for a single account manually. To support this, you can add the button Update Metrics to the Account page layout.

1. Navigate to the object management settings of the Account object.
2. Click Page Layouts.
3. In the Account Layout row, click to open the action menu, then select Edit.

4. Add the Update Metrics button to the page layout.

   In Salesforce Lightning, drag the button from the Mobile & Lightning Actions palette to the Salesforce Mobile and Lightning Experience Actions section.

   In Salesforce Classic, drag the button from the Buttons palette to the Custom Buttons area.

5. Click Save.

   For help about modifying page layouts, see Managing Pages.

Enabling Additional Account Metric Information

For reporting purposes, you may wish to copy more values from an item to the resulting account metric record, for example, the product group in order to allow a corresponding grouping in the MRR reports.

1. On the Account Metric object, create new custom fields with the same API name and data type as the fields on the item.

   This copies the corresponding field values to the account metric upon record creation.

   For help about creating fields, see Managing Object Fields.

Enabling MRR Metrics on Account or Subscription Basis

By default, JustOn creates account metrics and subscription metrics for all accounts and all subscriptions. Certain circumstances may require, however, to exclude specific subscriptions or accounts, for example, archived accounts. To support this scenario, you can create a custom checkbox on the account or on the subscription that controls whether to include or exclude it on metric creation or update.

1. Navigate to the fields list of the Account or, respectively, Subscription object.

2. Create the following new field.

   API Name	Data Type	Description
   CreateMRRMetrics__c	Checkbox Formula(Checkbox)	Controls whether to include (true) or exclude (false) the account or subscription on metric creation or update. Using a formula, you can apply custom logic to have the checkbox selected automatically when certain conditions are met.

   For help about creating fields, see Managing Object Fields.

3. Allow the users who execute the MRR job read access to the CreateMRRMetrics checkbox field by adding it to their assigned profiles or permission sets.

   For details, see Set Field Permissions in Permission Sets and Profiles in the Salesforce Help.

Once created, this checkbox controls whether to include or exclude the current subscription or account on metric creation or update.

Configuring MRR Metrics Synchronization with Invoices

The global settings option Ignore Invoices for MRR Metrics decides whether subsequent metric records are set to the item's next invoice date or start from the original start date. If activated, item price or quantity changes update MRR metrics starting from the relevant start date, irrespective of the item's next invoice date. This way, it is possible to decouple the metrics creation from existing invoices.

1. Click to enter Setup, then open Custom Settings.

   In Salesforce Lightning, navigate to Custom Code > Custom Settings.

   In Salesforce Classic, navigate to Develop > Custom Settings.

2. Click Manage in the row of Global Settings.

3. Click Edit in the Default row.

4. Select or, respectively, deselect the checkbox field Ignore Invoices for MRR Metrics.

   With new installations as of v2.84, this option is activated by default. When upgrading from previous versions, this option is not selected, which keeps the previous behavior of using the item's next invoice date for subsequent metric records.

5. Click Save.