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ZRoberts4
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Member since ‎May 16, 2023
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SNasonov on February 20, 2023
Line items reporting
Hi Community, Is there a way to report on revenue inflows based on Line Product. In line product I have service A with start/end billing date. Start date 01.01.2023 End date 01.12.2023 Payment frequenct - monthly. Monthly amounty - $1.00 read more
Reply Discussion Reports
2 upvotes
8 Replies
ZRoberts4
Participant
January 25, 2024
We have the same issue, and unfortunately the recurring revenue tool is just not great. It has far too many restrictions for most subscription-based ...read more
ZRoberts4 on November 27, 2023
Tracking Expansion Revenue for b2B SaaS company
Hi everyone! I manage our CRM and am having trouble tracking the dollar amount of increased revenue from an existing customer over their lifetime with us. For example, Client X signed a 1 year contract paying $10,000 per month. After the contrac read more
Reply Discussion Enterprise
0 upvote
1 Reply
Solved
ZRoberts4 on October 31, 2023
What to do with a won deal after they cancel services?
I work at a SaaS company and manage the sales side of ou HubSpot. Let's say company X signs an agreement to pay us on a month to month basis. They do this for a few months, and then cancel services. Even after I have moved this deal to Closed/Won, s read more
Reply Discussion Enterprise
0 upvote
3 Replies
ZRoberts4
Participant
October 31, 2023
Thanks for the reply Mike! Definitely helpful. We are using the Recurring Revenue Analytics, but I;m trying to make these separate charts because we ...read more
Solved
ZRoberts4 on October 31, 2023
What to do with a won deal after they cancel services?
I work at a SaaS company and manage the sales side of ou HubSpot. Let's say company X signs an agreement to pay us on a month to month basis. They do this for a few months, and then cancel services. Even after I have moved this deal to Closed/Won, s read more
Reply Discussion Enterprise
0 upvote
3 Replies
ZRoberts4
Participant
October 31, 2023
Thanks for the reply Mike! Definitely helpful. We are using the Recurring Revenue Analytics, but I;m trying to make these separate charts because we ...read more
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