Selling one-off products (such as setup or registration) with your subscriptions? Here's how to set targets.
Add-on needed: Revenue recognition
How to use:
Choose sales modelClick Settings → Account → Account settings → Recurring revenue:
Decide whether your sales model should measure subscriptions by ARR or MRR:
Decide whether to include the cost of losing customers (churn) and downgraded subscriptions (contractions) in your ARR/MRR:
Decide whether to credit the ARR to the account manager or the user, and click Activate sales model:
Scroll down to set the fiscal year:
Set targetsClick CRM → Targets → One-off:
After updating your Sales model, you may need to refresh to view One-off targets
Click the dropdown and choose the user/role, and add the target. Click the arrow to set the same target for the remaining months:
Define product typeThis step is essential for separating and tracking one-off targets and subscription targets.
First, go to Settings → CRM → Products. You can now see the option to change product type to one-off. If you have existing products that you want to change to one-off, you can do that here:
Your users can now see a summary of their target-related performances by clicking the top-right of their screen: