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Tracking Revenue
I have been using the deal value as our first year revenue figure and the subscription feature to track the re-occurring revenue. My problem is that all reports even the subscription revenue report seems to be pulling the deal value and not the amount I entered in subscription revenue. Does anyone have any suggestions? I…
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Monthly incom forecaste
Is it possible to assign a deal an expected splitted monthly expected income during certain period of time to get a forecast of what is expected to income during the time instead of getting total values per deal?
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Recurring revenue
Hi Pipedrivers, It would be great when setting up a recurring revenue on the deal level, to have the option to set up different revenues for different periods: a customer could be changing the tier he is on and this could give some accuracy if we were to track real revenue (less important for revenue forecasting)
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Could someone explain why the deal value cannot be set to recurring amount for a deals with attached
HI! It is quite important to have products attached with deal as it gives possibility for statistics. Could someone explain why the deal value cannot be set to recurring amounts for a deals with attached products? If we have a product rental model (products and subscriptions)products would be important to follow, however…
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What are your tips for "subscription deals"?
We're selling subscriptions to our services. Subscription starts with the deal is won. What's the best way to set this up? Is there a video/article for this kind of setup? * Is there a "subscription product"? It seems that products are made to be one-offs. * There's a subscription feature in deals, but it has a "start…
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In our industry we have customers that make recurring purchases. However, those purchases are at var
In our industry we have customers that make recurring purchases. However, those purchases are at varied times, varied product, and varied cost. Being able to account for this all under an existing customer would be ideal. Right now we have to create a new deal for an existing customer each time they purchase. It is not a…
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Community Roundup - Volume 7 🗣️
Hope everyone had a restful weekend! If you are looking to get your mind running again, check out these posts from our Sales Community and join in on the most interesting discussions: 🔥 How Can You Replace A Salesperson Without Harming the Relationship With The Customer? 🔥 How To Share Deals Externally Without Sharing…
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Remove Recurring Revenue from Sidebar
Please add the ability to remove this and any other functions for the company as a whole. There are a few features we don't use and it gets in the way of using Pipedrive. This is especially confusing to some of our team users that are older and not computer literate. The more things in the way, the more difficult it is to…
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Anyone got any experience with Recurring Revenue, when your deal amounts are always different based
Need a way to report revenue based on total contract value and the contract length, and can't get the recurring revenue to do the job I need to do. Currently have a custom data field, and export to Excel to do the calculations.
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How to recycle champions and close deals easily in B2B
Hi pipedrivers! Over the last few weeks, I have been testing a quite innovative leadgen tool called Champlist (https://champlist.io). I am in the private beta program and I promised the founders that I will share my experience with the community if I close some deals with its help. To my surprise, thanks to Champlist I…
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Deal value spread over time.
Hi all, first time posting here. I want to be able to split a deal value across multiple months, this would provide a more accurate forecast. Currently, it appears I can only do this by just replicating the project over and over again (which for 12 month retainers is annoying). The trouble with that is then it will skew…
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Revenue Feature
Is the revenue feature in a deal only for recurring or can it be used for One-Time revenue? It's making one-time revenue recurring automatically.
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Measuring CHURN/ARPA via subscriptions/recurring revenue
Hi, As SaaS company in a scaling up stage, we have almost 200 subscriptions added to PD. We were so thrilled this feature was added. Thanks for that. At this stage we are experiencing more and more the limitations of this feature. In general we'd like to have much more insights on the history of a customer's subscriptions.…
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How to set deal value on a subscription based deal
I'm trying to set up a deal where what I'm selling is a subscription. Is says "Changes effective from" is a required field. However, since I don't know when (or if) the deal will close, how can I set the "Changes effective from"? All the best
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Agency pricing in Pipeline
Hi, I think others are interested in this topic as well ... I have a small agency with different pricing models. Mostly we have monthly subscription model, but a few hourly based Services as consulting and training. I almost always made a mistake in pricing a deal - for example, how to calculate Deal value when it will be…
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recording of sales
Hello How would you suggest me recording revenue for a saas product (license fee per employee) plus set up fees for the implementation?
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Can be revenue field in deal be somehow taken out via API endpoint?
Hi, I am thinking about implementing this revenue field. We currently take out the value of the deal and make some prediction outside as we integrate other data. So I was wondering if I will put the data in this revenue field, whether there will be option to take it out via endpoint. Thanks
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REVENUE feature API
Hey.. I like the new REVENUE feature, but still there isn't way to set it automatically, via API more Zapier or even via list view. This is super important... Otherwise this feature is a manual one, and we like to automate things :)
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Revenues - working with probability in stages?
Hi, I wanted to ask if pipedrive field revenue in deals are working with probabilities in stages when looking for some visual forecast in pipedrive.
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Where is the Recurring Revenue data stored in Pipedrive?
Where is the Recurring Revenue data stored in Pipedrive?
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Revenues in fiscal year
Here I share a question I made to Pipedrive that has no solution right now. It would be handy for us and maybe other companies are also interested in seeing this implemented. We offer a service and bill via monthly licenses (sometimes are paid all year upfront, etc) Can I see the revenues per natural year of the deals won…
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SaaS terms on dashboards.
How can I add SaaS terms to a deal such that it would be able to be presented on a dashboard? For example, I sell a B2B subscription for a 3 year term (already can do this when adding a product, quantity and term of 36 months to a deal), can Pipedrive dashboard reflect this type of information?
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All deals with recurring revenue?
How can I see all deals with recurring revenue?
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How important (if at all) is it to you that you be able to enter multiple expected payments (revenue
How important (if at all) is it to you that you be able to enter multiple expected payments (revenue) from a client, on ONE SPECIFIC deal, with each payment being at an irregular time (e.g., when delivery benchmarks are reached)?
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Super excited about the new subscription feature 🔥
Wanted to thank you guys for releasing the subscription feature. I am sure it's gonna be a favourite feature for a lot of companies specially in SaaS industry. We used to have a lot of hassles creating repetitive deals but now it should help us save a lot of time. Has anyone started using it? Like to hear how it helped…
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recurring revenue
Goedemorgen Mike, ik zag gister iets over de optie om recurring revenue door te voeren in Pipedrive. Weet jij daar meer van ;-) groet, Michiel
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How does the new Deals "Choose a billing plan" works?
Yesterday I saw above the details of a deal, a new field call "Choose a billing plan" and in general it seems that you can enter recurring revenue in different periods (weekly, monthly, annually, etc.). Does these values affect directly the deals total value amount or is more an internal reference value for the user? The…