Scheduled Payments revenue report in Insight not showing up all deals with Payment schedule

Nicolas du Manoir
Nicolas du Manoir Posts: 13
edited July 27 in Sales CRM #1

Hello,

 

Last year I have been using payment schedules in my deals and I could use the report without nay issues.

This year I do the same but not all deals with scheduled payment in 2022 are showing up in the report. I have tried to find why looking at all criteria and filters for the report but I can't find the source of the problem.

Many of the current deals are duplicated from those of last year but all close dates, delivery dates and payment schedules have been updated accordingly. Maybe this is a direction to look for the problem but still I can't see why this is not working...

 

Anyone who could point me in the right direction?

Many thanks

Nic

 

Comments

  • Andreia Freixo
    Andreia Freixo Moderator Posts: 191 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited January 13 #2

    Hi Nicolas,

    Thank you for reaching us. Would you please contact our lovely support so that we can check this further with you? It seems like something might be off and we might need to check it into detail.

    Thank you!