A: The ARR and MRR dashboards appear in the Report centre when your account uses a sales model with recurring revenue. Changing the sales model requires an administrator, and the account needs the Subscriptions product.

Activate recurring revenue

1. Go to Settings → Account → Account settings.
2. Under Sales model, choose one of these:
   • Recurring revenue, then ARR (Annual recurring revenue) or MRR (Monthly recurring revenue).
   • Contribution margin (CM), then turn on Combine with the annual recurring revenue (ARR) sales model. or Combine with the monthly recurring revenue (MRR) sales model.
3. Click Activate sales model.

The sales model applies to the whole account. You get either ARR or MRR, not both.

Without the Subscriptions product, Recurring revenue can be selected but not activated, and the page shows how to add the product instead.

Dashboards you get

Open the Report centre. Under Created by Upsales you find:

• ARR overview or MRR overview
• ARR vs target or MRR vs target
• Performance overview, showing ARR or MRR (with the Recurring revenue sales model)

To add ARR or MRR widgets to your own dashboards, open the Widget gallery and choose Recurring Revenue.

To read more about the settings, see How to use recurring revenue models (ARR/MRR).