We have a growing issue where we sell multiple product lines to a customer on different opportunities and then consolidate them into a single opportunity when renewing. We have multiple lookup formulas built in that reference previous opportunities to break out MRR and bookings into new/expansion/renewal buckets. Contract renewal % is also dependent on this link. Consolidating many opportunities into a single renewal breaks our logic.
Any ideas on how to better handle this situation are appreciated.
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Hi @David Haberkorn I'm years late to this, but wanted to see if you ever found a great solution to your problem. If not, perhaps check out Place, which is an AppExchange product for SaaS customer subscription management: https://www.placetechnology.com/place-subscription-management
Place automatically installs a Create Renewal button on your Contract object and uses data from the current term's Opps to build an accurate renewal Opp.
