Account revenue, also known as account value or pricing tier, is account-level metadata that you can use in Pendo to prioritize accounts, features, ideas, and feedback. Although revenue is often referred to as ARR for “annual recurring revenue,” you can also pass a monthly recurring value (MRR).
In Pendo, you can use revenue for:
- Analytics to categorize and segment data based on account revenue.
- NPS Insights to understand what revenue is represented by detractors, passives, and promoters.
- Listen to prioritize ideas based on which accounts vote for them and to order qualitative signals by the revenue behind them, so you can focus on your highest-value accounts.
Prerequisites
To choose which metadata field to assign as the revenue data for your accounts in Settings > Metadata, you must be a Pendo admin.
Configure revenue
Account revenue is configured through the Metadata page, where you define the metadata fields you're passing to Pendo. Passing account revenue to Pendo is broadly a two-step process:
- Add a revenue metadata field in Pendo.
- Define the metadata field Pendo should use for the account revenue.
The Metadata page shows you the names and types of data that Pendo uses for its analytics. The metadata on this page is subscription-wide, which means that the revenue you define here applies to all apps in a multi-app subscription to Pendo. If you have multiple applications within your Pendo subscription, the same metadata field is used for account revenue insights across all applications. Because revenue is applied globally for your subscription, all Pendo users can access the same revenue data.
Step 1. Add a revenue metadata field
If you don’t already have a metadata field to represent your revenue data in Pendo, you can add it as an account-level field through one of the following:
- The Pendo install script (web SDK metadata).
- An integration (such as Salesforce or HubSpot).
- The API (custom metadata).
For information about metadata and metadata groups, see Configure visitor and account metadata.
Because metadata is saved to the Account ID, if you pass revenue for one application, it's available across your entire Pendo subscription and thus accessible on the Metadata page for the next step.
Step 2. Define the metadata field
After revenue is passed to Pendo as a metadata field, you can assign the value of that metadata field as "Revenue" from the Metadata page in Pendo:
- Go to Settings > Metadata > Account-level data.
- In the Mappings table, locate the Revenue field.
- Use the dropdown menus to select the correct currency and the metadata field from Step 1 to represent the revenue for your accounts.