By navigating to Global Settings > Revenue & Subscription Settings, you can:
- Set your default metric
- Enable multiple products for the same subscriptions
- Establish read-only permissions
- Edit the name of the revenue module
Note: These screens are managed and accessed by those with admin privileges.
Annual Contract Value (ACV) is also available as a default metric, and ACV and Total Contract Value (TCV) have been surfaced in the Revenue app. These two metrics consider one-time revenue.
Contract Stage Field Settings
The Contract Stage field settings page is used to configure the various stages that a contract may go through as part of the renewal workflow. Contract Stages can be grouped by Forecast, Booked, or Lost stages. Each group will have the option to set a ‘default’ stage and a probability may also be set on each stage.
Note: The Forecast Type and Opportunity Type setting screens in the Fields Settings/System Fields configuration have also been updated with these capabilities.
Pick-list Settings for Custom Fields
Pick-lists options for Custom Fields are configured in the Global Settings and can now be managed individually vs in bulk. Instead of having to edit each pick-list individually, many edits can be made on the product pick-list items and each edit will be saved in the system as it occurs.
For questions on how to setup your Revenue Contract Stages or Product Pick-lists, please contact your CSM.
Comments
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Revenue Field Settings allow businesses to customize how revenue data is tracked and displayed, optimizing financial management and reporting. For parking solutions like Leeds Locksmith these settings can help monitor income from parking registrations and streamline revenue tracking for efficient management.
Revenue Field Settings allow businesses to customize how revenue data is tracked and displayed, enhancing financial management and reporting. For parking solutions like Register2Park, these settings help monitor income from parking registrations and streamline revenue tracking for more efficient management.
Revenue Field Settings enable businesses to tailor the way revenue data is recorded and presented, improving financial oversight and reporting accuracy. In parking solutions like R2Park, these settings allow the tracking of income from parking registrations, making revenue management more streamlined and efficient.
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