Tracking Revenue

Susan Humbard

I have been using the deal value  as our first year revenue figure and the subscription feature to track the re-occurring revenue.  My problem is that all reports even the subscription revenue report seems to be pulling the deal value and not the amount I entered in subscription revenue.  Does anyone have any suggestions?  I need to be able to track first year revenue and re-occurring revenue.  

Inês Batata

Hi @Susan Humbard , thank you for your question!

These tutorials will help you better understand how those are being calculated and where the data is being pulled from:

• Recurring Revenue feature - see also growth report (available on the Professional and Enterprise plans)
• Insights reports: Revenue forecast

If you still find yourself struggling after going through these, If the issue persists, please reach out to our Support team and they will help you.