Product values does not work correct

Malin Reidarsson
Malin Reidarsson Member Posts: 2 NEW MEMBER
edited January 23 in Sales CRM #1

1. I had a customer who just signed a 3-year agreement. They are paying 36000kr/year and I had placed that information in product view. It should thereby say that the MRR is 3000kr but it says 9000.


2. One other customer we had entered an annual contract as a product with a billing start date of 2023-08-24 and automatic renewal. Since today’s date is 2024-11-23 (the date I wrote customer service the last time), and more than a year has passed, the value of this customer should have updated to 36,000 x 2 = 72,000 SEK. However, it still shows that the value is only 36,000 SEK for the customer. Why hasn’t this renewed?

3. Is it possible to get a KPI on the total value this customer has brought to our company? Like TCV total contract value

4. As I Understood It the last time it was not possible to get the numbers to change yearly/montly (for example) even tho i have put in information on when the billing period starts and that it should renew it self yearly.

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Answers

  • Helio
    Helio Pipedrive Team Posts: 133 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes

    Hello @Malin Reidarsson,

    I hope you are doing well today!

    1. Could you try adding 3 billing cycles to your annual subscription instead of creating 3 separate rows for the product with 1 cycle each? This approach will keep things cleaner and calculate everything correctly, as shown here: Example 1 and Example 2.
    2. Regarding the deal section, it only displays the ACV, ARR, and MRR for the current year (2025), not the cumulative values from 2023 or 2024. To view the accumulated value, you’ll need to create a recurring product report. Here's how it would look: Deal Screenshot and Report Screenshot.
    3. It seems like the solution here is to create a report, where you can filter by specific deals if needed. Here's an example of how that would look: Report Example.
    4. Lastly, if you update the value of a product, the system replaces the old value entirely, which means the previous data is no longer reflected. To avoid missing important data in reports, I recommend adding a new product with the updated value. Set the billing cycle for the old product to end when the updated product’s cycle begins. This way, everything stays accurate and complete.

    I hope this is helpful but do let me know if you have any doubts :)