New Billing Frequency - Reporting

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James Ellis
James Ellis Member Posts: 2
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edited June 11 in Sales CRM #1

I am using the Billing Frequency under products but how can I report on the new monthly Reoccurring field?

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  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 51
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    @James Ellis this is indeed missing :(

    Current workaround: create a subscription for each deal containing recurring revenue items to track subscription values. I think replacing the subscription object with the new recurring products was the plan. Reporting will be updated once that's done (hopefully :)

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Pipedrive Team Posts: 74 PIPEDRIVE TEAM
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    Hi @James Ellis ,

    It is indeed missing. It is planned to have revenue reporting where recurring products and one-time products are taken into account so that you would report on monthly recurring revenue and segment per product. We are aiming for Q4 this year. Hope it helps.