Install the Recurring Revenue app by clicking on install.

Pre-requisite and account setup

In order for the app to read the deal data and data sync up from the deal accounts you have to customize the “Deal” and “Sales Pipelines” by adding some custom fields.

Go to Settings.
Go to Customize section and click “Deals”.
Select the “Custom Fields” tab and click “Add Field”.
Add as following:

Field Label: “Deal Type” - Field Type: “Dropdown”.
Pipeline: (Select a Pipeline in which you want to enable this configuration).
Choices: “Normal Deal”, “Subscription Deal”.
Check “Filterable” option to filter deals by this option.
Check “Value editable only by admin”.

Click “Save” to save this field.

Similarly, by following the same steps mentioned above you can add other custom fields.

Subscription Start Date (Type: Date)
MRR (Type: Number or Single line text)
ARR (Type: Number or Single line text)
TCV (Type: Number or Single line text)
Deal Tenure (Type: Single Line text)
Weekly Forecast (Type: Number or Single line text)
Quarterly Forecast (Type: Number or Single line text)
Semi Annual Forecast (Type: Number or Single line text)

How it Works

User will download the Recurring Revenue app from the marketplace.
User has to create and configure the custom fields in deals and sales pipeline as mentioned above.
When the user creates a “Deal”, he should select value “Subscription deal” from “Deal type” field to trigger the Recurring Revenue app.
Add a Deal Value, other mandatory fields.
User should only select the “Deal type” as “Subscription deal” and click “Save” without adding any other fields.
The Recurring Revenue app will be displayed on the right panel of the deal record. It will be disabled for “Normal deals”.
The app will read the Deal amount (TCV) and Subscription start date from deal record. In the right panel you can see the app with a Deal amount and subscription start date.
Add a deal tenure “Year”, “Month” and Week for which the subscription fields will be calculated.
Click on “Submit” button.
The calculations will be done and the app will show the “MRR”, “ARR”.
Click on “Summary tab” and you can see the “Subscription start date”, TCV(Deal amount), MRR, ARR, Tenure, Weekly forecast, Quarterly forecast and Semi Annual forecast.
Click Reset button to reset the values.
Refresh or Reload the Deal record page, the subscription data will be displayed on Deal Summary panel.

Recurring Revenue

App 詳情

使用評價

1.0

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