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?
- Give it a name like “MRR Metric."
- Select “MRR” (any report) as the data source.
- 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.
- Select or create the data series and give it a name like “ARR Budget”
- For “Metric”, select Formula
- Create the formula as follows:
- select the MRR metric you have created,
- select “Fixed Number”
- enter 12
- change “+” to “x” to multiply by the fixed number 12
- Save the formula
- Select “Budget” for Data to display
- Select the Budget with your MRR Budget in it.