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.
Would be great to see a fix for this!
Weitere Ideen mit folgender Beschriftung anzeigen:
Having the same problem - Ensuring sales reps are creating line items just to be able to report properly for subscription based models is a massive pain and very hard to do at scale. It would be useful to make this a required field when moving deals to a custom stage.
Hundred percent agreed with you two! Ours into educational services, so clients decide the product in the middle of the pipeline, not necessarily in the beginning. When the sales staff forget to update line items it's such a pain and reports are not reliable.
Please make this a priority - should be mandatory as part of deal creation form to insert product line item so you can implement MMR forecasting properly. Massive omission in my opinion.
Completely agree! As of now I have to create a workflow to notify sales people about remembering to add line items. This is also beacause we use "billing start date" in workflows to handle renewals...
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.
