All deals with recurring revenue?

Bernd Auer www.pd-experts.com
Bernd Auer www.pd-experts.com Community Driver Posts: 369
100 Comments 25 Up Votes Second Anniversary 5 Likes

How can I see all deals with recurring revenue?

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Bernd Auer ! While it's not currently possible to filter specifically for these deals in the list view, you can view recurring revenue reports in Insights reporting: see here how. From there you'll be able to see a list of the deals the report refers to.

    In any case, we've forwarded your suggestion to the team. Keep an eye out, as there's more to come in the future about both INsights and Recurring Revenue.

     

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 369
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited May 2020 #3

    Hi @Bernd Auer ! While it's not currently possible to filter specifically for these deals in the list view, you can view recurring revenue reports in Insights reporting: see here how. From there you'll be able to see a list of the deals the report refers to.

    In any case, we've forwarded your suggestion to the team. Keep an eye out, as there's more to come in the future about both INsights and Recurring Revenue.

     

    Hi @Inês Batata , thank you for the information! This is not a suggestion, this is a minimum requirement for this feature ;-)

  • Jan Bons
    Jan Bons Posts: 28
    edited February 24 #4

    @Inês Batata You mentioned that " From there you'll be able to see a list of the deals the report refers to.".

    How can I do that ? I only see numbers, no deals.

    Thanks, 

    Jan

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited May 2020 #5
    Jan Bons said:

    @Inês Batata You mentioned that " From there you'll be able to see a list of the deals the report refers to.".

    How can I do that ? I only see numbers, no deals.

    Thanks, 

    Jan

    @Jan Bons From your question I'm assuming you'd like to export a list with deal details (similar to how it's done in a List View) that generate these graphs in Insights, am I correct? I'm double-checking with the team if this is in our plans and will let you know as soon as I hear back from them. Thank you for your patience!

  • Kirill Grebtsov
    Kirill Grebtsov Posts: 62 PIPEDRIVE PRODUCT MANAGER
    edited April 29 #6

    @Bernd Auer thank you for mentioning this. We are currently working on adding this and more to the recurring revenue functionality.