Configuring Product for Month to Month Subscription

AFaQuin — Fri, 29 Jul 2022 20:53:57 GMT

I have several "One Time Fee Products" and Several "Month to Month" products.

I would like to be able to report out on "One Time Fees" Revenue Closed by Month according to Close Date as well as Monthly Recurring Revenue. I'd also like to project MRR that will be collected a month from now, two months, 3 months, etc...

I currently have my Month to Month products setup as "Monthly" Billing Frequency and 1 Month on the Term seeing as how they renew on a monthly basis.

I developed a report to show All Data from Deals in Stage Closed/Won and the Sum of the MRR. When I filter to this month or next month, the numbers are drastically off.

What am I doing wrong? How can I make it so that my recurring revenue products that are month to month show up in the forecast every month for all the deals that are in the closed/won stage?

Re: Configuring Product for Month to Month Subscription

TitiCuisset — Mon, 01 Aug 2022 10:13:19 GMT

Hi @AFaQuin

Thank you for reaching out.

I want to tag some of our experts on this - @danmoyle @NicoleSengers @Jnix284 @Olivia_Bagnall do you have any thought for @AFaQuin on this?

Thank you!

Best

Tiphaine

topic Configuring Product for Month to Month Subscription in Dashboards & Reporting

Configuring Product for Month to Month Subscription

Re: Configuring Product for Month to Month Subscription