Report of recurring Products

James Ellis
James Ellis Member Posts: 4 VERIFIED MEMBER
Third Anniversary First Comment
edited March 14 in Sales CRM #1

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.

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Answers

  • Jenny at Evolve Support
    Jenny at Evolve Support Member Posts: 1 NEW MEMBER
    First Comment Photogenic
    #2

    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
    James Ellis Member Posts: 4 VERIFIED MEMBER
    Third Anniversary First Comment
    #3

    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.

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