Insights - annualised subscription revenue report

I would like to generate a report of subscription revenue on an annualised basis, preferably based on won dates. The subscription revenue report generated by period seems to use invoicing schedule as the basis. When there is a mix of monthly, quarterly and annual invoicing schedules, the monthly view will be too busy, and the annual will lack the granularity. Is there a setting to achieve this?

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  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited November 2020 #2

    Hi @Anders Berger , thank you for your question! We're happy to see you're using Recurring Revenue to its best abilities.

    Currently there's no other options in Insights as to the granularity of the data, but I will make sure to forward your suggestion to our team for consideration when they work on future updates. Here’s how to stay on top of what’s coming down the line:

    • Follow What’s New and don’t miss any new releases.
    • Follow What's Planned to know what we're working on currently and what’s to come.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

    In the meantime, I suggest you take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports. 

  • Jack Webb
    Jack Webb Posts: 1
    edited February 2022 #3

    I would like to get a report that shows my accounts and scheduled revenue by month. Can't seem to find a way to do this in Insights.