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
답변 1개
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
