Recurring Revenue

Product Catalog best Practices? -- SaaS
We are a SaaS company that offers both annual and monthly subscriptions as well as add-on's to our software. Does anyone have an info on best practices for product catalog in PD? Curious if we should be using variations or have each item be its own SKU etc.
Subscription Pricing for Products
I believe that having the option to setup your products with a subscription pricing method as an option instead of just total cost of a deal, this would be helpful when using the forcasting tool. As the Insights will be skewed with revenue if it is forecast all in one month when actually it is spread out monthly or…
Automation based on a condition on "Revenue" data
Hi Team, it would be very helpful for us to set up an automation that triggers the delivery of an email in case a deal has no data within the Revenue module (Billing Plan): I've tried to do it but I see no way to use those data (Billing Plan) as a condition for an automation on Pipedrive. It would be great to develop it,…
Make Subscription a required field
We use the Subscription space to track our recurring Revenue. Presently, it's possible to Won a deal without adding any information to that area. This means that our reporting will be missing revenue for Won deals if that info isn't added. Request: make adding Subscription Revenue a required field for setting a deal as Won…
Partner / Affiliale model – variable recurring revenue
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…
"New revenue" report based on the subscription start date
In our business, we invoice on a monthly basis with no set end date, so the value of our deals in pipedrive is the monthly cost for that customer. To get a better insight in the MRR, in all closed won deals, the subscription is also added, with a payment date set as well. Because it might happen that the contract is signed…
(CLOSED) Looking for people to interview about Products in Pipedrive
Have you ever been frustrated with the Products feature in Pipedrive? We’re currently researching the top problems and opportunities with the Products feature, so we can prioritise improvements this year. I am looking for customers to interview, to learn about their sales process and their needs for tracking products and…
Revenue Forecast for Both One-off and Subscription Products in One Report
Revenue Forecast for Both One-off and Subscription Products in One Report For companies that sell both one-off products and monthly subscription products, it is very important to see probability weighted revenue forecast for both products in one report. Is there any new feature or trick to support this demand??
Insight reports tracking Total Gross Revenue (how to do it?)
I understand there are 3 ways to track income. I also understand where the system is pulling the date from. There is the lump sum deal value, the recurring revenue, and the payment schedule. The issue I'm finding is the 1-time deal value can't be reported alongside the other 2 forms of revenue. These are separate reports.…
Won + open subscription revenue deals feeding into revenue forecasting
Our company has the ambition to build a recurring revenue base. The first subscription-based agreement was signed in August and there is a pipeline of open deals, all with monthly revenue. Deals are typically generated in USD and EUR, whilst our local and reporting currency is NOK. We have therefore looked into the…
Reporting - Cumulative total need for Subscriptions
Hello All, Would not it be great to also have "cumulative total" view for Subscriptions under Revenue Forecasting? I have to add all months subscriptions (payment, invoices, etc.) by a calculator at my hand : ) Thank you, Umut.
Revenue Feature: To be reliable, it would require filtering option.
I really want to love the revenue feature. However, I believe it is lacking a crucial component. There is currently no ability to sort or filter deals by total reoccurring revenue/subscription values. Because of this, there is no way for check your records for accuracy, rendering the feature unreliable. You may have 200…
Forecast on signed and "open" Recurring Revenue
There are a lot of postings on this topic. But I do not give up hope that one day this will work properly. Both we and a lot of our customers would need a basic forecast report on recurring revenues. It should give an overview over signed recurring revenue and a forecasted MRR according to the weightened revenue of open…
MRR/ Subscription plan needs to be revisited please
The current plan for Monthly recurring revenue (MRR) / Subscriptions seems flawed. I have spoken to your support team, and they have enabled the MRR/Subscription beta for each deal. I am not sure what the thought process is here as it does not solve the lack adaptability in the software. In the current design of…
Goals: variation from month to month & recurring revenue & company goals
Hi, Am I getting something wrong or is it not possible to set monthly goals that vary from month to month and have them in one overview? My sales team laughs at me in July when I tell them that they have the same goals as in February. And is it not possible to set goals for recurring revenue? And @Seda , I just learned…
Recurring revenue - Am i doing something wrong?
We sell a SaaS-product and use the recurring revenue option within Pipedrive. Our backend automatically updates the current subscription value to our client's deals. Today we found out that the total recurring that Pipedrive is showing in reporting doesn't match the totals within our backend. After digging for some time,…
Recurring revenue in deal value prototype testing (CONCLUDED)
EDIT: This test has been completed, many thanks to everyone who responded. Hello All, I am looking for couple of people who have recurring revenue based business model to help me test one prototype that has to do with how should recurring revenue be reflected in deals value in Pipedrive. Please respond to this message if…
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…
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?
Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
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…
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…
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?
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.
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…
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…
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…
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…
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
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

Recurring Revenue

Discussion List