Its important that I can accurately report and forcast to the business the annual recurring values of the deal as well as the one-time values. The ARR is no problem at all but I cannot find a way of reporting the one-time subtotal from each deal. It appears that although this value is calculated and shown when editing line items on the deal its not held as a field so cannot be reported on. Can this be considered as an ehancement request?
Echo this- trying to create a report of weighted one-time only subtotals. We have project-based work and monthly recurring revenue-based work and need to be able to report on the two. Any hacks on how to do this. Tried to create a report that only pulled in one-time billing frequency but not having any luck.
Adding to this, we also require this functionality for reporting along the lines of ARR, TCV, and One-Time Subtotal which we’re able to pull from the Deals Table (well, all but the one-time subtotal at least)
Image attached for the reference of this value on a deal under product line items
A potential workaround for this is to create a calculated property and name it One-time subtotal, which subtracts the ARR from ACV. This will give you the one-time subtotal. This calculated property can be used in your reports. Additionally, you can use another calculated field to calculate the weighted one-time subtotal by multiplying the One-time subtotal calculated property by Deal probability.
Here’s an example of the calculated property:
The TCV, ACV and ARR of the deal:
The one-time subtotal and monthly subtotal of the deal:
The calculated property One-time subtotal added to the deal record:
Hi @ErikEliason. Thanks a lot for posting this. This is exactly what I’m looking for but I’m struggling to implement it because I do not have ARR as a separate property on my Deals Object. I have TCV and Amount (which I’ve configured as ACV in the settings). How did you get ARR and ACV as separate properties on your deal? Thanks!!