Second Issue with Revenue Analytics Recurring Revenue: No 'Renewal' Revenue in Report

[pbmartin]

It seems as if the Revenue Analytics Recurring Revenue report omits Recurring Revenue deal type of 'Renewal'. Is this expected behavior?!? If not, how do I get renewal revenue to display in the report?

Behavior: The Existing recurring Revenue total does not include deals with Recurring revenue deal type 'Renewal'.

Expected Behavior: If a Deal's Close Date is before the end of the report's Date Range and the Deal's Recurring Revenue Inactive Date is after the beginning of the Date Range of the report, then the Recurring Revenue Amount should be included.

To reproduce: 

1. Create a deal with Pipeline as Sales Pipeline, Close Date in the past (1/1/2021) and Recurring Revenue Inactive Date in the future (7/31/2021) and a recurring revenue amount ($2,000.00). Set Recurring revenue deal type to "Renewal".
2. Open Revenue Analytics, set the pipeline to Sales Pipeline. Set Date range to This Year, Frequency: monthly.

Result: The deal does not display in the main report, nor in the drill-down for the individual month.

[sharonlicari]

Hi @pbmartin 

Thank you for the information provided!

I'll tag a few experts that can share their thoughts with you.

Hi @Josh @Bryantworks @NicoleSengers what would you advise to @pbmartin? 

Thanks

Sharon