Does anyone have handy advice for tracking expected MRR while deals are still in the Sales Pipeline and before a prospect has committed?
I an thinking something including line items calculations which as far as I can tell cannot be done in the left hand side sales info preview within deal info?
Hello, @PMgoUrban thank you for posting in our Community!
That’s a great question! I want to invite our top experts to share their thoughts @Nynke_HM @danmoyle @Mike_Eastwood any recommendations for @PMgoUrban ?
Thank you,
Pam
Hi @PMgoUrban
Sales Hub Enterprise customers can access MRR Reporting but it’s only for Deals that are Closed Won, not predicted revenue.
You could create multiple deals, for recurring revenue, but that would get really messy, really quickly.
I would create a deal with ARR rather than MRR and use that for reporting and predictions.
Have fun
Mike
@PMgoUrban in addition to @Mike_Eastwood’s advice on ARR rather than MRR, you could create a calculated property that does the math for you and creates an MRR property.
Any properties you create should be visible in the left panel when you add them to default views.