Hi,
To report on recurring revenue with a “billing start date” and “billing frequency” that represents the end of the billing date, you can follow these steps:
- Create a report using the desired criteria, including the “billing start date” and “billing frequency” fields.
- To filter out deals that have already ended, you can add a filter based on the current date. This will exclude any deals that are past their billing end date.
- If you want to see both past and future recurring revenue in one report, you can remove the filter mentioned in step 2. This will include all deals, regardless of whether they have ended or not.
By adjusting the filters and criteria in your report, you can get the desired view of recurring revenue and visualize the curve.
I hope this helps!