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Product Performance Report and Subscription Revenue Report should show better details
For both reports, when you click into the details of the reports, the values in the details both show the deal values. Product performance report should show values of the products because each of my deals has multiple products. So when I click the details for a specific product, I want to see how much clients are paying…
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Revenue - to be able to create multiple subscriptions per Deal
We are in SaaS and we use Pipedrive to track our conversation with clients. We have been tracking monthly reoccurring revenue with Google Sheets and would want to track Revenue from each Deal. When Pipedrive introduced the new feature of Revenue we were thrilled but quickly found out it does not suit us. The thing is: one…
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Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
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Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
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New value for field "Interval" of the subscription plan: "biannually"
Could you add the value "Biannually" (that is, every 6 months) to the list of possible values for field "Interval" of the subscription plan, please?
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Revenue Subscriptions connected to selected Products with Invoiced: Recurring.
It's great to have the new Subscription option for Recurring revenue in a Deal. However, this is not linked to any Products. Products also have an option to set for 'Recurring' or 'One-off' - It would be awesome if you set these and add them to your Deal, it will accumulate the in the Subscription, where it would count the…
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Recurring revenue in Pipedrive is available for testing!
Hello all, I am happy to extend an invitation for you to be among the first ones to start using Recurring revenue feature of Pipedrive. It is best suited at the moment for recurring revenue business models, meaning equal payment amounts over certain period of time. We provide you an overview of your current total MRR and…
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Where is the Recurring Revenue Growth Report?
Obviously, somebody removed the "Recurring revenue growth" report in the Insights. Will it come back? Is there another way of tracking the Expansions/Contractions/Churns?
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Subscription/Payment schedule interval
It would be great if there's were one more option for interval in Subscription/Payment schedule feature: DAY. For some cases that's mandatory to split costs over days.
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How can I change start date on subscription on a deal?
Once I have created a deal and setup the expected recurring amount and start date for the subscription, how do I then change the start date, if I am not able to close the deal before the expected start date? It seems I can only update the "Recurring amount" and set an effective date for the new recurring amount. Really a…
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Asking advice on insights + reporting + products
I am looking to run a report on sales of products and projections for current month business as well as forecasting for future months. Currently it only comes back with each person who has closed a deal for the product. That is not helpful and frankly not something I want on my dashboard insights page. I want a quick…
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BETA test: Split deal value into multiple payments of various amount and dates
As per the headline, we have added new functionality to Recurring revenue feature that can be useful for the business where recurring payments value vary over time as well as billing milestones. The data produced this way is accumulated into Cashflow report available in the Insights feature, where you can see your…
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Wie gebruikt Pipedrive om abonnementen te beheren?
Iemand ervaring met Pipedrive producten en het doorvoeren van een jaarlijkse prijsindexering, die dan in alle openstaande deals waar dat product in staat, moet worden doorgevoerd? Ik heb ook de 'recurring revenue' feature en gebruik die nu ook, maar daar zet je 'hard' een bedrag in, dus dat gaat neem ik aan niet werken bij…
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Capturing Annual Renewal Contracts in Pipedrive
Has anyone figured out a clean way to capture annual renewal contract activity in pipedrive in a simple way, so the renewals that are won are added to the current year deals that are also won? Once a deal or renewal deal is won, it triggers a new renewal deal to start being tracked for the coming year. Thanks, Dave
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Subscription-ominaisuuden hyödyntäminen
Moi, Tunteeko kukaan osaavaa PD konsulttia (FI/EN), jonka kanssa sparraila siitä, kuinka hyödyntää recurring revenue (subscription revenue) ominaisuutta omassa ympäristössä (oma softa, jossa lisenssienhallinta ja Netvisor tulossa). Mahdollisuus pieneen konsultointitoimeksiantoon. tero.kulha@seppo.io
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Forecast Report - annual value dropped into one month
On the Forecast reports, the full value of the deal (annual revenue) is placed in the month or quarter where the deal is won or expected to close. The Forecast report should be able to display expected revenue by month or quarter, not just the full annual amount dropped into the starting period. Is there any way around…
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Recurring Revenue feature in Products
Are there any updates regarding the integration of the recurring revenue feature in the "product area" of the deals? As we discussed this issue in multiple other threads its a big intrestpoint for us and many others as the feature in its current state is prettymuch worthless to us.
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Recurring Revenue Subscription Period
Hey all! I am just posting to let people know that I just submitted a request to have a "6 month" option added to recurring revenue - I have clients who pay every 6 months OR year, and it would be really helpful to be able to have that option. Is anyone else in need of this? If so, can you help me by putting in a support…
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Recurring Subscription - Invoice to Xero
Hi All. I wanted to make use of the recurring subscription and the creation of invoices from within Pipedrive. Ideally, the details of the subscription (let's say £5 each month for 12 months) is created within the Pipedrive Subscription Section and when that date comes the sales invoice is generated by Pipedrive and pushed…
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Summation isn't working for my subscription revenue report
Greeting, I have a question on subscription revenue report. This is some example data I generated for testing recurring revenue. The April data looks OK because it has only company for subscription revenue. From May to the end of the year, I have a wrong total sum. I have three recurring revenues but the total sum is…
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Can we automate adding new recurring revenue ?
Hi, We are a sport leisure center and our billing is based on annual subscriptions. We'd like to track which "plan" our customers are on and when it expires. Is it possible to do that with the recurring revenue feature ? Can we automate with a Pipedrive workflow to add a new subscription to a deal (including amount, start…
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Annual Subscriptions but with new deals
Hi, Our customers (see "contacts" on pipedrive) after a "deal" we have, they register to our services and pay for annual subscription, but then, they dont pay automatically every year, and sometimes, the amount changes, based on specific new needs/products. So, every year we should send a reminder for renewal of their…
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💰 ACV vs ARR: What They Are, and Why SaaS Professionals Need Them
❓Which metrics do you rely on most as a SaaS sales, marketing or management professional, and why? Reply below. With the continued shift to subscription-based software driving growth that’s expected to reach $140.6 billion worldwide in 2022, SaaS companies rely on metrics to help monitor and harness that growth. Metrics…
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Periodiserade intäkter?
Vi håller på och utvärderar olika CRM och har fastnat lite för Pipedrive. Våra säljare mäts både på fasta engångsintäkter men också på periodiska intäkter, typ 2000 kr/mån i 48 månader. Jag har sett att det går att skapa detta under Produkter men det jag undrar är om det på något sätt går att få till det att dessa 2000…
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Renewal deals in Pipedrive
Hello everyone, My team and I are looking to test our approach of supporting the Renewal deals in Pipedrive. We're in the early stage of defining solutions for the problem and thusly are very eager to get insights from our end users. If your company has renewal deals, please leave your comment here so that I know whom to…
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🧠 How to Add More Deals - Sales Pipeline Course: Chapter 4 | 📽️ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put new…
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SaaS/HaaS subscription deals
How are folks working to use Pipedrive for SaaS deals so that ARR, new ARR projections, etc. are calculating correctly?
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Changing default in Subscription and Payment Schedule
Hi there, Is there a way that I can change the default in the Subscription and Payment Schedule pop ups so that the default is that the recurring amount is NOT set as the deal value? Thanks
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Partial sales
Hi folks, month ago Pipedrive announced for 2020-2 we could manage deals using "partial sales", in example I have an annual deal about USD 120.000 (for now 10.000 each month), I want to follow that 12 deals monthly, track it to see each month the relation with customers and details, maybe increase or decrease the next…
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Revenue input - does it send communications to person / organisation on the deal?
I am keen to start using the revenue functionality in the deal view. Does it send outgoing messages such as emails to the organisation / person listed on the account? (I don't want it to, purely for internal reporting)