We have CPQ and Billing implemented last year. Currently Sales reps can create one opportunity with multiple billing periods for upticks or downticks.
So as an example:
Year 1 Jan 2020 - 31st Dec 2020 at £1k monthly
Year 2 Jan 2021 - 31st Dec 2021 at £1.5k monthly
We are struggling to report on the uptick in year 2. we currently have an opportunity report however it does not record the uptick in year 2 and takes an average MRR of both years and shows this in year 1.
So in this case, we want to be able to see a report which shows the uptick of £500 in year 2.
Can someone please help if they have come across the scenario or have any experience of recording these upticks and downticks.
Many Thanks
1 respuesta
Hi GC,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Salesforce Revenue Cloud group below to collaborate with the experts for best practice and advice.
https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A0000009TGxSAM
Hope this helps.
Regards,
Jayson
