How to add an ARR Budget to a graph

To add an ARR budget to a graph, follow these steps:

 

 

1.Upload a budget which includes MRR.  See How to add a budget or forecast and be sure to include “Customers and Churn” in your template.

2. Create an MRR metric, if one does not already exist.   See How do I create a new metric in the metric library?    

  1. Give it a name like “MRR Metric."  
  2. Select “MRR” (any report) as the data source.  
  3. Save it.

3. Edit a chart as described in How to customize a chart , For the metric, add the formula for 12x the MRR metric, then select to display the budget data. Detailed steps below.

  1. Select or create the data series and give it a name like “ARR Budget”
  2. For “Metric”, select Formula
  3. Create the formula as follows: 
    1. select the MRR metric you have created, 
    2. select “Fixed Number” 
    3. enter 12
    4. change “+” to “x” to multiply by the fixed number 12
    5. Save the formula
  4. Select “Budget” for Data to display
  5. Select the Budget with your MRR Budget in it.