Report of recurring Products

James Ellis

Is it possible to run a report of recurring products ending for the year?

I can see the rise and fall in a graph but not whats ending.

Jenny at Evolve Support

Hi James,

Right now, Pipedrive doesn't have a built-in report that shows recurring products ending within a specific time frame (like by the end of the year). However, you can set up custom fields to track the expiration or renewal dates of your products (e.g., "Deal Product Expiration Date").

Once you have these fields set up, you can filter or sort deals to show products that are ending soon. You can also use Pipedrive's reporting features to track how many deals have products expiring this year and see trends over time.

James Ellis

We use Projects to track end dates, but I dont seem to be able to report on Projects either?

I dont want to create another field just to use as a workaround.

Nikolai Sokolov

Hi @James Ellis there's no report for when the recurring subscriptions run out and there's no in-the-box way to handle this. What you can do with zapier or make:

each time a deal is updated and the billing cycles are changed, shoot deal_id over a webhook to a scenario/zap.

In the zap/scenario, grab products of the deal, check which ones have billing cycles set to a number.

Calculate the date by billing start + billing cycles. Account for cycle type (monthly, weekly, quarterly, yearly).

Write the end date into a custom field of a deal, something like "Billing end date".

You will then be able to build reports based on that field and have a date based automation to create a task / do something before that date.