As a sales leader
I would like to be able to forecast based on MRR
So that I can see both the revenue brought in by a deal and the MRR generated.
Our company runs solely on MRR forecasting. Right now our workaround is to input MRR into the Amount field of the Deal. Which kinda works but then my guys don’t have a field to input the amount that was cashed in.
I am available for anyone to pick my brain on the matter. I saw that I wasn’t the only one to ask.
This is mission critical. If the account deals configuration is setup to report MRR then I don’t understand why forecasting wouldn’t allow this. All of the data is already present when entering the information at the line item.
12 month deal at $10,000 = $120,000
I enter 12, choose monthly, enter $10,000 and HS line item is smart enough to tell me all of this information and show me that there will be 11 monthly payments of $10,000. I don’t understand why I can’t look at a forecast and see this $10,000 each month to forecast revenue. Showing me $120,000 the first month is not an accurate forecast calculation because I configured the sale to be $10,000 / month for 12 monthly payments.