Reporting on Payment Schedule

Ruben Nadimi
Member Posts: 2
Dear PD,
As a sales manager, I would like to see a further developed 'Revenue' / 'Payment Schedule', plus reporting.
Suggestion for Payment schedule:
- Copy the Total amount from the Deal Value (instead of manually filling it in)
- Give the option to add % of the total amount per milestone (instead of now manually adding in the numbers and dividing the total amount into certain parts)
- Give the option to create template milestone payments, for example milestone 1 is always down payment 40%, milestone 2 is 20% etc. This way you can also create a template per client, and have that client's template attached to the deal
- Automatically move the milestones when the expected closing date is changed (otherwise you need to keep changing 5 milestone dates for every time the expected closing date is moved up)
Suggestion for Reporting:
- Under Insights/+ reports/add a new report/forecast and subscription/revenue forecast , allow to make a filter for future expected revenues based on the payments schedules from all open deals with a probability of > xx % (for example >80%).
- Goal is to create a forecast of the expected 'to be invoiced' amounts per month of the Open Deals with a certain probability. This helps to get a picture of the future expected invoicing from Open deals which you can reasonabily expect to be Won and invoiced.
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