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RevOps Books

Financial Operations

Performance obligation

A performance obligation is a distinct promise in a contract, and it is the unit revenue recognition is measured against.

A contract is decomposed into distinct promises, the transaction price is allocated across them, and each is recognised as it is satisfied. Distinctness is the whole question: a promise is distinct if the customer can benefit from it on its own and it is separately identifiable in the contract.

This is why offer structure is a finance concern rather than a marketing one. A bundle whose components cannot be separated cannot be allocated cleanly, and a discount applied at the total rather than the component level forces a manual allocation every time such a deal closes.

Where it breaks

A bundled discount is applied at the total, so finance re-derives the component allocation by hand at every quarter close.

Related terms

Revenue recognition
Revenue recognition is the determination of when earned revenue may be recorded, governed by performance obligations rather than by cash timing.
Offer structure
Offer structure is the decomposition of what a company sells into priceable, deliverable, and governable components.
Deferred revenue
Deferred revenue is a liability representing cash collected or invoiced for obligations not yet satisfied.
Packaging
Packaging is the grouping of capabilities into purchasable units, and the rules governing what a buyer must take together and what they may take separately.

Field notes on this

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