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recurring revenue

Good Morning Everyone


I am hoping that you can help me. I am looking to create a report that show the monthly recurring revenue for all sales in a given time period. It seams that I am missing a trick here and can't find the correct field to use.

Do you guys have a formula that will return this so that I don't have to reinvent the wheal?


ThanksĀ 


James

1 Comment

You can filter to only include recurring items either on the filter or in the layout of the report.

The field you're interested in is "RecurringBillingCycle" - this could be Weekly, Monthly, Quarterly or Annual


I did a report that allowed a client to see all ordered items, within a date range, grouped by RecurringCycle - sounds like it's not a million miles away from what you need. Ping me an email if you want a copy.. might be a useful starter for you?

matt@prestigequoting.com

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