Hi @Lisanne Decker
Could you clarify a bit please. So inside won deals you don't win the full deal in one go? Please elaborate a bit on your use case 🙏🏻
I'll contribute an example - as I've given it before - imagine a subscription or package that has been sold and "won", for a set of products or several (quantity) of one product - but payment is on a payment model.
Or alternatively - packages that have products that get paid out on different milestones, dates, or thresholds.
I think there is a difference between a "won" deal and a "fully paid" deal. The latter also teeing up upsell/cross-sell/renewals. I may have "won" a deal but see payments stretching out over 2 payments or even recurring across 3-6 months (which the forecasting reporting is great for - but is that really a won deal in Pipedrive terms?). Is that really a totally won deal if I haven't collected it completely yet?
It's a good question and understanding best practice is totally one I would have to - defining won based on signature vs payment/completion.
Would the solution be to adjust the recurring revenue feature and have the ability to pick different times / milestones where payments are made instead of an evenly weekly/monthly recurring payment?
@Mike van der Valk i think that’s a good start! But the question still stand. Won vs fully paid.
Jason Prosnitz said:@Mike van der Valk i think that’s a good start! But the question still stand. Won vs fully paid.
@Jason Prosnitz so winning a deal should still show that you're able to close something right, but we just need to make sure that the payments are spread out across the months to properly reflect your income over a period. So I'd say marking as won is fine, what do you think?