Add Company Revenue Data in Productboard
Create a custom number field, assign it to Companies, and populate verified account values through a supported path. The company CSV importer does not import those extra values.
Before you start: Use Maker/Admin field configuration access and a trusted revenue source. Decide the currency, period and renewal treatment before adding numbers.
Worked example: Northwind has 24,000 annual recurring revenue and Bellwether has 12,000 in the same currency. Keep those account-level amounts separate from monthly spend and opportunity pipeline.
Step-by-step guide
Define the metric
Name the field ARR with its currency convention in the description. Record the source and refresh date for the example accounts.
Create the numeric field
Open Settings → Fields → Create and choose a custom number field. Give it an unambiguous account-level name.
Assign it to Companies
Open the field’s details, find Assigned item types and enable Companies. The numeric field becomes an aggregated customer field: review the confirmation that manually entered item values will be overridden by aggregates, check its acknowledgement box and click Enable.
Populate using a supported route
For a small manual set, enter the verified values on a company grid. Salesforce field mapping or the documented API can support larger maintained updates.
Review the planning interpretation
Inspect the underlying company values before reading an aggregate. A revenue field should not be described as proven incremental revenue from building a Feature.
Common mistakes
Adding unsupported CSV columns
Company name/domain import does not also populate customer custom fields. Do not assume an upload silently imported ARR.
Mixing ARR, MRR and pipeline
A sum is meaningless when the rows use different units or commercial definitions.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.