How do I define a transaction-based weighted forecast report taking into account defined products and recurring monthly payments? We offer one-off and subscription services. The transactions are at different stages (presentation, PoC, offer, etc.) and are assigned different probabilities. I would like them to be taken into account in sales and revenue forecasts.
Hi,
You could think about setting up parent child deal relationships in your sales pipeline. Each parent deal would represent the overall transaction, and child deals could symbolize the monthly recurring revenue parts.
You could assign probabilities based on where each transaction is at (like presentation, PoC etc etc) to weigh one-time fees and MRR differently when making forecasts
Cheers,
Harsh