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A vote count tells you how many people want something. It does not tell you what those people are worth to you. Once you record MRR (monthly recurring revenue) against your customers, every feedback post shows the combined revenue behind it, so “9 votes” becomes “9 votes worth 35,200 a month”. You can record revenue in two places: on an individual customer, or on a group (the company or team that customer belongs to). Most workspaces only need one of the two, and mixing them is safe.

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Decide where the revenue lives

The mixed case is the one worth explaining. If you sell self-serve seats to individuals and annual contracts to companies, record MRR on your self-serve customers and on your company groups. When a post is voted on by both, Sleekplan adds the companies once each and the individuals on top, without counting anybody twice. See How the combined number is worked out.
Recording MRR on a customer works on every plan. Companies and teams require a Business plan or higher, so group revenue only counts towards the combined figure on those plans. See Plans and billing.

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Record MRR on a customer

Use this for B2C, for self-serve customers, and for anyone who pays you directly.
1

Open the customer

Go to Customers and select the person you want. You can sort the list by the MRR column to see who already has a figure.
2

Switch to edit mode

Select Edit in the top right of the profile.
3

Enter the MRR and save

In the Record panel on the right, type the monthly figure into MRR, then select Save.A customer profile in edit mode with the MRR field in the Record panel highlighted

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Record MRR on a company

Use this for B2B, where one contract covers everyone from that account.
1

Open the group

Go to Groups and select the company or team. Groups arrive from your sign-in integration or the API rather than being created by hand, so if the list is empty, start with Companies and teams.
2

Switch to edit mode

Select Edit in the top right of the profile.
3

Enter the MRR and save

In the Details panel on the right, type the account’s monthly figure into MRR, then select Save.A company profile in edit mode with the MRR field in the Details panel highlighted
You do not need to spread a company’s revenue across its members. Put the full contract value on the group and leave the members’ own MRR at zero. Sleekplan takes the group’s figure for everyone who belongs to it.

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Keep it up to date automatically

Typing figures by hand is fine for a handful of key accounts, but revenue changes every month. Your developers can send MRR with the data your product already passes to Sleekplan, so it stays current without anyone touching the dashboard:
  • At sign-in, through the single sign-on token. An mrr value on the user sets that customer’s revenue, and an mrr value inside the groups array sets the company’s. Groups are created and updated from that claim automatically.
  • From your backend, through the Groups endpoints in the API, which is the better fit when your billing system is the source of truth and you want to push changes as they happen rather than waiting for the next sign-in.
Anything sent this way still shows in the dashboard, and you can still adjust it by hand afterwards.

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Where the combined number shows up

Open any feedback post and expand Engagement in the sidebar. MRR is the combined revenue behind the post, and Groups is how many separate accounts are involved. A feedback post with the Engagement section of the sidebar highlighted, showing Views, Upvotes, MRR and Groups The same figure is broken down in far more detail on the post’s Insights tab, which lists the companies behind the request, the highest-paying voters, and how the post compares to the rest of your board.
The Groups row only appears on plans that include companies and teams. Without it, MRR still works and simply adds up the voters’ own revenue.

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How the combined number is worked out

Each upvoter is counted once, and their account is counted once:
  1. If an upvoter belongs to a group that has MRR recorded, that group’s MRR is counted a single time, no matter how many of its members voted.
  2. If an upvoter belongs to no group with MRR recorded, their own MRR is added instead.
A worked example. Three people from Acme Corporation (MRR 4,800) upvote a post, alongside one self-serve customer whose own MRR is 200:
  • Acme is counted once: 4,800
  • The self-serve customer is counted once: 200
  • Total on the post: 5,000
Acme is not counted three times, and its three employees do not add their individual figures on top. That is what makes it safe to record revenue on customers and on companies at the same time.

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Good to know

None. MRR is stored as a plain number with no currency symbol attached, so it is up to you to pick one currency and use it consistently across every customer and company. Only whole numbers are kept: decimals are dropped, and a negative value is treated as zero.
No. Only upvoters count towards the figure on a post. Someone who commented, subscribed, or downvoted does not add their revenue.
Their own MRR is used. The group only takes over once it has a figure of its own, so a company you have not priced yet never hides its members’ revenue.
None of the upvoters has revenue recorded, on their own record or through a group. Add it in Customers or Groups, or have your developers send it with your user data. Anonymous voters, who are not signed in, can never carry revenue.
No. Revenue is admin-only. It is never returned to the widget or the public portal, so nobody on your board can see what you recorded against them or their company.
No, and they do different jobs. Weight is how important an account is to you on a 0 to 10 scale, and it feeds the Impact Score that ranks your whole board. MRR is a real revenue figure that is reported rather than scored. Many teams set both: weight to sort the board, MRR to answer “what is this worth”.

Post insights

The full breakdown of who is behind a request and what it is worth.

Companies and teams

How groups are created, how to read the list, and how to manage members.

Impact Score

Rank your whole board by real impact, and tune the weights behind the score.

Customer identity

Sign your customers in so their revenue and account data reach Sleekplan.