SaaS terms on dashboards.

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Frank Pellkofer
Frank Pellkofer Member Posts: 1
edited July 2022 in Sales CRM #1

How can I add SaaS terms to a deal such that it would be able to be presented on a dashboard?  For example, I sell a B2B subscription for a 3 year term (already can do this when adding a product, quantity and term of 36 months to a deal), can Pipedrive dashboard reflect this type of information?

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  • Inês Batata
    Inês Batata Posts: 2,052 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2021 #2
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    Hi @Frank Pellkofer !

    I think your use case is perfect for our new Recurring Revenue feature, as it allows you to break a single deal into a certain number of payment installments over a certain period of time. 

    That information will then be reflected with a dedicated report in our new statistics feature, Insights. 

    Learn more about this here:

     

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