Tips, Tricks & Best Practices

Jorgen182
Participante

MRR Deal Pipeline

Hi there,

 

I am trying to determine what the best practice for MRR deals when they have been Closed Won and then later down the road the customer stops doing business with us.  

 

Where the deal is MRR it makes sense to me to move the deal to Closed Lost, but maybe that is not the case.  For the reporting and forecasting tools to work correctly, how should we handle MRR deals that drop off over time?

 

Any feedback would be great as I cannot find anything in the community or on the knowledge base on what the best practice is here.

 

Thank you!

 

 

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4 Respostas 4
YCarter
Membro | Parceiro Elite
Membro | Parceiro Elite

MRR Deal Pipeline

Have you tried creating a Deal Stage called Cancelled? You'll want to create a Deal workflow to set the MRR property to zero so it doesn't show up on your report.

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Jorgen182
Participante

MRR Deal Pipeline

Friendly bump.

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TiphaineCuisset
Gerente da Comunidade
Gerente da Comunidade

MRR Deal Pipeline

Hi @Jorgen182 

 

Thank you for reaching out.

 

I want to tag some of our experts on this - @Bryantworks @danmoyle @jfreeman do you have any thoughts for @Jorgen182 on this? 

 

Thank you!

Best

Tiphaine


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Jorgen182
Participante

MRR Deal Pipeline

Friendly bump

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