Case Study

Customized ARR Calculations Logic
for faster Report Generation

SALES CLOUD

The Challenge

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Complex logic for Annual Recurring Revenue (ARR) calculations

i

Report-generation was a time-consuming job

s

Could not run calculations that were not available in the Configure Price Quote (CPQ)

l

Updating CPQ records in bulk was inefficient

g

Running synchronous and asynchronous jobs was a nightmare

Objectives

Z

Z

Z

Solution

Simplified ARR calculations based on expedited report generation

Automated many renewal processes for opportunities without affecting the native implementation

Converted synchronous and asynchronous jobs into batch jobs which were easier to manage and could mass update bulk records quickly