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Data Types

Orphaned customers are all Metronome customers which are not yet linked to an Account record. These are typically customers who signed up for your self-serve product. Metronome sends their plan information, spend, and usage data to Salesforce. This allows your team to integrate these customers into your product-led growth motion.

Orphaned customers​

With these records, you might create a prioritized list of customers based on monthly spend and turn the top 10% of them into leads.

Associated data:

  • Metronome customer ID
  • Metronome customer name
  • Account ID (where applicable)

Plans​

Plans mirror all the default plans you have created in Metronome.

Associated data:

  • Name
  • Description
  • Metronome plan ID

Customer plans​

Customer plans serve as a record of each plan a given customer was assigned and the associated dates of that assignment.

Associated data:

  • Plan name
  • Orphaned customer
  • Starting on
  • Ending on

Invoices​

Metronome sends your customers' finalized and draft invoices to Salesforce. This allows customer-facing teams to view near-real-time usage data of a given product offering and the associated costs to the customer. On top of this data, you can create reports to display historical spend and even alert an account executive when spend reaches a certain threshold.

Associated data:

  • Invoice name (customer name - DD-MM-YYY)
  • Orphaned customer
  • Status
  • Start
  • End
  • Subtotal
  • Total
  • Currency

Each Invoice record also has line item(s) (products) and invoice adjustments.

Line items (Products)

Each invoice may have one or multiple line items. Each line item is a record of the product that appears on the invoice and the associated total spend with that product.

Associated data:

  • Line item name
  • Quantity
  • Total
  • Credit type name
  • Invoice

Each line item has associated sub-line items. These represent the individual charges associated with the product.

Sub-line items (charges)

Sub-line items represent the charges within a given product. These are priced in the same currency as the line item.

Associated data:

  • Sub-line item name
  • Quantity
  • Price
  • Subtotal
  • Invoice line item

Invoice adjustments

Invoice adjustments are added to an invoice after subtotals have been computed. These often impact the Invoice Total. These are typically credit based adjustments or invoice minimums.

Associated data:

  • Adjustment name
  • Credit type
  • Total
  • Invoice

Credit grants​

Many Metronome customers model their prepaid committed contracts using credit grants. Customer-facing teams need to know how much of a customer’s prepaid commit is remaining to know when to run an upsell. This data is updated in real time and sent to Salesforce daily.

Associated data:

  • Orphaned customer
  • Balance including pending
  • Initial grant amount
  • Grant credit type
  • Amount paid
  • Payment currency
  • Effective date
  • Expiration date

Usage​

Metronome aggregates usage for each of your billable metrics for each customer in real time. This data is rolled up and sent to Salesforce per customer every day.

Associated data:

  • Orphaned customer
  • Billable metric name
  • Start
  • End
  • Value