New product report - include all products

Kursten

Hi
I'm playing around with the new products report and have found it useful for recurring revenue, however it does not show my one off products.

I see the flag is set for one time product, recurring product and installment. The report is only pulling through my pipeline forecast for the recurring product.

In the first image below it shows my test product of $100k per month for six months, but it doesn't show the other forecast sales that I have, which are all one time sales (see second report).
Where do I update the product to be one-time product. I know in the product page there are fields for recurring and product, but not for One Time product

my normal pipeline forecast

Note in this report the $600k recuring revenue is in the month it is won, which is Jan

Thanks

Pedro Manuel Gonçalves Franco

Hi @Kursten ,

Do the one-time products that are attached to those deals have "billing start date" filled in (in Add products to Deal modal)?

In the Products Revenue report if a product does not have a billing date they are not considered in the report.

A screenshot of the line-items could also help 🙏

Kursten

Hi
Thanks for you rely.
I can now see the field where this is generated, and I have tested it, and it works perfectly

The one question I have with this field is it is not visible when the team are loading a deal for the first time,

Therefore, my questions is:
Is there a way to create an automation that will populate this date, with the expected close date?
I want a simple way to create a report that shows all pipeline revenue by month, with recurring products revenue split over the bill months. This will be used for our revenue forecast

Thanks

Kursten

Hi Pedro Manuel Gonçalves Franco - do you mind providing a quick update on this

Thanks

Kursten