Deal: Recurring revenue from line items

[onvista]

How to calculate a Deals' monthly and annual recurring revenue based on its associated line items?

We are using a workflow to bulk convert custom objects (Subscription objects) into deals. In the process, we assign a line item to each deal being created. So each deal has a line item with a monthly recurring revenue and deal stage (closed won/closed lost).

What we expected so see:

- Deals' annual recurring revenue being the sum of terms x line item price per period (1 month) SINCE closed-won date of the deal

- Example

• Deal is closed-won since 3 months (Subscription is active since then)
• Deals' associated line item/product is a subscription service for 100€/month (added via workflow or import 1 week ago)
• Deal Annual Recurring Revenue is expected to show 300€ (3 month * 100€)

What we did see:

- Calculation of Annual Recurring Revenue does not start from a deals' closed date (closed-won stage), but from the day the line item has been added to the deal instead (via workflow or import)

This image shows a deals' associated line item for a deal which is closed-won for more than 3 months:

Is there any misunderstanding on our side?

How to trigger the start of the calculation?
How to calculate a deals' annual recurring revenue since the day a deal as been marked as closed-won?

[PamCotton]

Hello @onvista, thank you for providing screenshots and extra information! I would like to invite our top experts to this conversation @impulsekring @Mike_Eastwood   @Dan1 what would you advise in this case?

Thank you,

Pam