Blue Flower

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Formula for recognizable revenue.

Our company offers both one time purchase and subscription products. One of the company goals is the move the majority of our business into a SaaS platform, but of course that requires that you account for money a little differently than a traditional one point in time sale.

Enter the recognizable revenue field. I need a way to take the actual payment and create a calculation that will tell me how much revenue I can attribute to sales for each month over the length of the subscription.

Turns out this one is an easy one.

Create a field to capture subscription length

I need a user input field that tells me how long, in months, the length of the subscription is. Since our subscriptions can range from a few days to a few years, I have to rely on the users to tell me this value. To do this I created a number field forced it to two digits and no decimals and gave it help text letting the users know that the subscription length should be entered in months and if the subscription length is less than one month to enter "1" since we can account for the entire revenue value that month.

This field is required, since I need it to be entered for every online subscription.

Why not a validation rule only for our SaaS products? Well that would actually be a good idea, but I was requested to make it mandatory regardless of the product type. I suspect there may be something that we may revisit later and need for our non-SaaS platforms as well.

 

Create a formula to calculate the length

While the subscription length is required for everyone, I only really want to know the revenue value for those in the SaaS product lines.

The determination of SaaS product line is based on a picklist so..

 

Where I divide the actual revenue by the subscription length only for products that meet the SaaS options, and just flow the value for the remaining product lines. This is pretty simple right now because I have one switch to qualify off of. I suspect that will change in the future and we can add more to this content when it does.

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Welcome to my blog.

This blog is kept to help me remember processes, successes and failures (with fixes), based on my experience as an accidental admin and beyond.

What is an accidental admin? Someone who becomes a Salesforce administrator circumstantially, in my case by someone leaving the company. But just because we are accidental, doesn't mean we can't be awesome.

Here are the stories of my journey and if you happen to stumble across my path, I hope it may help you solve problems, find solutions, or work through questions too.

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It's easy to get started creating your website. Knowing some of the basics will help.

What is a Content Management System?

A content management system is software that allows you to create and manage webpages easily by separating the creation of your content from the mechanics required to present it on the web.

In this site, the content is stored in a database. The look and feel are created by a template. Joomla! brings together the template and your content to create web pages.

Logging in

To login to your site use the user name and password that were created as part of the installation process. Once logged-in you will be able to create and edit articles and modify some settings.

Creating an article

Once you are logged-in, a new menu will be visible. To create a new article, click on the "Submit Article" link on that menu.

The new article interface gives you a lot of options, but all you need to do is add a title and put something in the content area. To make it easy to find, set the state to published.

You can edit an existing article by clicking on the edit icon (this only displays to users who have the right to edit).

Template, site settings, and modules

The look and feel of your site is controlled by a template. You can change the site name, background colour, highlights colour and more by editing the template settings. Click the "Template Settings" in the user menu.

The boxes around the main content of the site are called modules. You can modify modules on the current page by moving your cursor to the module and clicking the edit link. Always be sure to save and close any module you edit.

You can change some site settings such as the site name and description by clicking on the "Site Settings" link.

More advanced options for templates, site settings, modules, and more are available in the site administrator.

Site and Administrator

Your site actually has two separate sites. The site (also called the front end) is what visitors to your site will see. The administrator (also called the back end) is only used by people managing your site. You can access the administrator by clicking the "Site Administrator" link on the "User Menu" menu (visible once you login) or by adding /administrator to the end of your domain name. The same user name and password are used for both sites.

Learn more

There is much more to learn about how to use Joomla! to create the website you envision. You can learn much more at the Joomla! documentation site and on the Joomla! forums.