Booking Metric Technical Documentation

How to use this documentation

Below is a Data Dictionary and Technical Documentation for our ARR Booking Metrics fields put into place for FY22.

Field Data Dictionary

ARR fields

Field	Definition	SFDC API	Replaces
Net ARR	The net change to ARR of an opportunity	ARR_Net__c	iACV
ARR Basis	Current Subscription ARR (Renewals Only)	ARR_Basis__c	Renewal ACV
Booked ARR	Total ARR of Deal (Net ARR + ARR Basis)	ARR__c	ACV

Amount and Time fields

Field	Definition	SFDC API
Amount	The total dollars charged on the Opp (All Kinds)	Amount
Recurring Amount	All Recurring dollars (GitLab Seats, Storage)	Recurring_Amount__c
True Up Amount	All One-time True Up dollars	True_Up_Amount__c
Pro Serv Amount	All Professional Services Dollars	ProServ_Amount__c
Other Non-Recurring Amount	All other one-time fee products (Additional compute minutes)	Other_Non_Recurring_Amount__c
Subscription Start Date	The Start Date of the period for the opportunity	Start_Date__c
Subscription End Date	The End Date of the period for the opportunity	End_Date__c

Technical Documentation

Booking Metrics Fields From Quote

Business Process this supports: ARR

Overview: The goal of this code is populate the Bookings Metrics field on the Opportunity based on data from the Zuora Quote family of objects. If Zuora data is not present then use an estimated Net ARR amount until the deal is quoted. Here is where an Opp will get it’s metric data:

Opportunity Status	Net ARR Source
Sales Assisted - Quoted	Zuora Quote Data
Sales Assisted - Not Quoted	Estimated Net ARR
Web Directs (Current)	Estimated Net ARR -> EOM Manual Process
Web Directs (Future)	Zuora Quote Data

Inputs: Zuora Quote Data, Opportunity Term and Amount (If manually morecasted without a quote)

Outputs: Populated Net ARR, Amount, Recurring Amount, True Up Amount, ProServ Amount, Other Non-recurring Amounts and Date fields on the related Opportunity.

Logic Locations:

Code Units:

stampOpp

Tests:

ZuoraQuoteTest.cls

Business Process this supports: ARR

Overview: We receive Zuora Subscription data via the stock Zuora 360 Sync. We then use this data to create renewals, tieing renewals to their related subscription, or if the Subscription receives a change in ARR, update the related Renewal with that ARR in its basis. The end result is that all of our subscriptions should have a renewal opportunity, and that opportunity’s renewal basis is equal to the subscriptions current ARR (until the opp closes).

Because Zuora Subscriptions in Salesforce do not persist when their version increments, we have created a “wrapper” objected called the Customer Subscription that allows the concept of a subscription to persist through changes.

Inputs: Zuora Subscription Data from Zuora 360 sync.

Outputs: Renewal Opportunities, up to date ARR Basis on Renewal Opportunities.