Recurring Revenue Insights Report
Our team has revenue from both recurring revenue and one-time commissions. The issue we have run into is that we are not able to view this all on one report. The recurring revenue is scheduled quarterly and it shows on the recurring revenue report, but when we look at the revenue forecast, it aggregates it into one payment which throws off our projections for the month. Would love to see Pipedrive have the ability to include a report which allows us to see the revenue coming in when it is scheduled along with all of the other sources of revenue.
Mike van der Valk Posts: 4,059edited February 2021 #2
Hi @Jake Ritter
Thanks for sharing. I've added the "feedback" tag to your post so that our team sees it0
Erik Christensen Posts: 62
We really really need this type of reporting to be available within Pipedrive.
I am trying to upvote this as opposed to posting a new topic.
Here's a simple use case to illustrate with a fictitious product spanning a duration attached to a deal.
We have a deal that spans a 12 month duration via product called Support
500 per month for 12 months, so I would off 500 per month for the next 12 months affected.
Currently all I see is 12*500 (6K) for the month we close the deal
This doesn't make sense.
Value for products without a duration, then the value makes sense
Products with a duration, then the value should be month one (deal closing) at $500, month two (plus one month of deal closing) at $500, etc up to 12
If the deal product duration changes at a later date, they cancel, then the value would change and so to would the revenue attributed for the change on the given months.0