Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]
As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory.
I've worked with a few organisations where this has been an issue now, and while creating 'Missing Line Item' tasks and reminder notification workflows for the sales reps helps, there are always going to be Deals here and there missing Line Items with the current, and so Annual & Monthly Revenue Reporting inaccurate.
If it were simply possible to enforce the addition of Line Items so as to move between stages, or move the deal to Closed Won, the problem would be solved.
As it currently stands I have a few clients with this issue, and I'm seeing between 40-60% completion of deals with associated product line items - making these key reporting properties unreliable and incomplete.
some kind of reply in this thread would be appropriate. There seems to be a lot of users out here wanting this feature enough to post for it. It looks like you're not even ignoring the issue 🙂
Would have expected this to be a feature by now. Hope to see it in development soon, as requiring a line item at a certain deal stage + having different requirements for different pipelines is a basic need.
Hey HubSpot People, your users a communicating with you but you're apparently not listening 😞 Do us the courtesy of reading this thread and providing us with feedback. It looks kind of bad if you don't
The inability to do this is precisely what keeps us from using the Product Library and line item additions in general, instead opting for custom/calculated properties to track product and recurring revenue. We'd love this feature, too.
