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Recurring revenue
Recurring revenue

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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 glance to see for each month "what are the current sold

foreachofmy7productsandprojected for each of my 7 products and projected
of each of our 7 products". Preferably in a bar chart so that we can track which products are doing better/worse. Is that possible?

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 een jaarlijkse prijsindexering. 

Hoor graag of iemand hier ervaring mee heeft!

Roy

 

 

Jeff Farrick
SME Outbound Sales & Sales Support Division Manager

Complete the Trifecta - Products, Recurring Revenue, and Workflow Automation

Products is super useful, love it! Sales documents are quickly becoming something I don't even need to think about anymore.

Recurring Revenue has everything I want to track recurring payments

Workflow automation only talks to products in a limited way and doesn't talk to recurring revenue at all.

The subscription feature of products is not useful, as it's tied to the product itself, and not which variant you choose

We desperately need to patch the holes in the sales / revenue ecosystem. There are so many great tools to handle what I need in PipeDrive, but recurring revenue is not one of them yet.

 

Workaround solutions to fully integrating these tools with Workflow Automations

  • I suggest that a product's variant includes subscription fields, rather than just the base product.
    • These variant subscriptions should overwrite the base product subscription, just like pricing does
  • I also suggest that recurring revenue be something you can require before marking a deal as won

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?