> ## Documentation Index
> Fetch the complete documentation index at: https://docs.partnero.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Recurring revenue milestone automations

Recurring revenue milestone automations let you react when a partner's monthly recurring revenue (MRR) reaches a level you care about, such as tagging top performers or sending a congratulation email. You can count rewards that are still in their review period, count the period from the first day of the month, and set an upper limit so the automation only applies to partners within a specific revenue range.

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### What's included in the revenue count

Recurring revenue milestones now count rewards that have already been earned or are earned but still in their review period.

This means a partner can reach a milestone as soon as the revenue is recorded, without waiting for the review period to end. If you offer a 14-day money-back guarantee and use a 14-day review period, for example, partners do not have to wait two weeks for the automation to fire.

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### Count from the start of the month

A recurring revenue milestone checks a partner’s MRR over the last 1 or more months (you can set any number of months). By default, the period is counted back from the day the automation runs.

When **Count from the start of the month** is turned on, the period is counted from the first day of the month instead. Use it to measure partners against calendar months rather than a rolling period.

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### Revenue upper bound

A revenue milestone normally has a lower value: the automation fires once the partner reaches at least that amount. An upper bound adds a limit at the top, so the automation applies only to partners whose revenue falls between the two values.

This is useful for building tiers, because each automation can target one band without overlapping the next. For example:

| Automation name | Recurring revenue range | Action |
| :- | :- | :- |
| Starter MRR | \$100 to \$499 | Add tag: `mrr-starter` |
| Growth MRR | \$500 to \$1,999 | Add tag: `mrr-growth` |
| Top MRR | \$2,000 and above | Add tag: `mrr-top` |

The last tier has no upper bound, so it applies to every partner above the lower value.

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### How to set up a recurring revenue milestone automation

To set up the automation:

1. In your program, navigate to **Automation** under **Program**.
2. Click **Create automation**.
   <img src="https://mintcdn.com/partnero/95_VmZEO5GCYxNHe/images/image-63.png?fit=max&auto=format&n=95_VmZEO5GCYxNHe&q=85&s=8dd913580fdfcd9f99b40502241033c2" alt="Image" width="2870" height="1554" data-path="images/image-63.png" />
3. Add the automation name and select **Partners** as the audience.
4. In the **When** field, select **Partner reaches milestone**.
   <img src="https://mintcdn.com/partnero/95_VmZEO5GCYxNHe/images/image-64.png?fit=max&auto=format&n=95_VmZEO5GCYxNHe&q=85&s=922cff7166fd0e4edd78c73da914b4c9" alt="Image" width="2870" height="1556" data-path="images/image-64.png" />
5. Select **Revenue (Recurring)** as the metric and enter the revenue amount (\$500 in our example).  Add a revenue upper bound if you want the automation to apply only to partners within a specific range (optional).
   <img src="https://mintcdn.com/partnero/95_VmZEO5GCYxNHe/images/image-66.png?fit=max&auto=format&n=95_VmZEO5GCYxNHe&q=85&s=73b1c5a8927f2b60181c057f560db593" alt="Image" width="2874" height="1554" data-path="images/image-66.png" />
6. Enter the revenue amount and the number of months to check.
   <img src="https://mintcdn.com/partnero/95_VmZEO5GCYxNHe/images/image-67.png?fit=max&auto=format&n=95_VmZEO5GCYxNHe&q=85&s=31e363b823a14f7999f7d2a88e1d7b75" alt="Image" width="2866" height="1566" data-path="images/image-67.png" />
7. Turn on **Count from the start of the month** if you want the period to be counted from the first day of the month instead of from today.
8. Turn on **Keep tag in sync** to remove the tag if the revenue drops below the threshold.
   <img src="https://mintcdn.com/partnero/95_VmZEO5GCYxNHe/images/image-68.png?fit=max&auto=format&n=95_VmZEO5GCYxNHe&q=85&s=dc04cbc3e6a10bb1595e4d40c92eb249" alt="Image" width="2872" height="1570" data-path="images/image-68.png" />
9. In the **Then** field, select the action: add a tag, remove a tag, or send an email
10. Click **Create**.

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### Use cases

* Tag partners as “High MRR” when their recurring revenue over the last month reaches \$500
* Send a congratulation email the moment a partner reaches a monthly revenue goal
* Group partners into revenue bands and give each band its own tag, email, or outreach
* Recognize partners as soon as revenue is recorded, instead of after the review period ends

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