Best Practices of Using the Subscription Metrics SuiteApp

To ensure optimal performance and accuracy when using the Subscription Metrics SuiteApp, follow these best practices.

• Ensure that your NetSuite edition, features (SaaS Metrics, Advanced Billing), and account (OneWorld) meet the SuiteApp requirements before installation.

• Assign the SaaS Metric permission to roles to enable dashboard access and usage.

• Enable SaaS Metrics and set correct start and end dates on all applicable item and service item records. If you have a large number of items, enable SaaS Metrics for items in small batches. This will help prevent system performance issues.

• Set up and maintain accounting periods for all subsidiaries to ensure accurate ARR and MRR reporting.

• Use dashboard filters (subsidiary, customer, item, and others) to access the data you need.

• Limit date ranges (maximum 36 months) to avoid timeouts or incomplete reports.

• Review custom datasets (for CAC, etc.) for accuracy, naming conventions, and required columns, especially after business or system changes.

• Export and check CSV data for analysis and consistency. To see accurate data in the export, you must have access to all transactions.

• Keep up with automatic updates.

• Document and test any custom KPI formula changes.

• Use filters to manage large data sets and avoid errors.

• Refer to troubleshooting resources for error messages. If you still have issues, contact your NetSuite account administrator or Customer Support.

General Notices