Revenues in fiscal year

Jaume Vintro

Here I share a question I made to Pipedrive that has no solution right now. It would be handy for us and maybe other companies are also interested in seeing this implemented. 

We offer a service and bill via monthly licenses (sometimes are paid all year upfront, etc)

Can I see the revenues per natural year of the deals won somehow? So what interests Finance is that if a deal of let's say 10.000€ was won in July 2020 that will mean 5.000€ in 2020 and only 10.000€ in 2021.

Thanks!

Amit Sarda (AmitSarda.xyz)

I had a similar question and it would be nice to know how this data is stored.

 

https://community.pipedrive.com/question/where-is-the-recurring-revenue-data-stored-in-pipedrive-5f21779943bcd76fced9c9a5

Mike van der Valk

Hi @Jaume Vintro 

You can visualize your recurring revenue in the insights reporting as described in section 3 of our Knowledge Base article here.

We're also working on API endpoints for this feature so 3rd parties can start pulling that information from Pipedrive.

Jaume Vintro

Thanks

When I am in Deals -> List View

I cannot see Subscription as a Column to have an overview of those

Is it possible to add it?

thanks

 

Mike van der Valk

Jaume Vintro said:

Thanks

When I am in Deals -> List View

I cannot see Subscription as a Column to have an overview of those

Is it possible to add it?

thanks

 

Thanks for that suggestion @Jaume Vintro I'll pass it along to our team