Is there a report or view in Pipedrive that displays revenue anticipated by month per their billing

Mallory Brentlinger Member Posts: 1 VERIFIED MEMBER

August 2020 edited March 14 in Sales CRM #1

Is there a report or view in Pipedrive that displays revenue anticipated by month per their billing

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Insights (Goals / Reports / Dashboards)

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Mike van der Valk Pipedrive Team Posts: 3,028 PIPEDRIVE TEAM

August 2020 edited December 2020 #2

Hi @Mallory Brentlinger
I'm not a 100% sure if I get it correct but if you check out this article you read how to set up reports based on your recurring revenue feature: https://support.pipedrive.com/hc/en-us/articles/360006765278-Recurring-revenue

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