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Thread: Need Revenue Scheduling Functionality

  1. #1
    ypatel is offline Junior Member
    Join Date
    Oct 2008
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    1

    Default Need Revenue Scheduling Functionality

    My company is in the process of evaluating SugarCRM.
    We need to schedule revenue in installments for the upcoming calender months. Why doesn't SugarCRM have this functionality? I dont understand. Not every company sells widgets.

    Any thoughts/ ideas on how to address the issue quickly and cheaply?

  2. #2
    eNick is offline Sugar Community Member
    Join Date
    Apr 2008
    Location
    UK
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    282

    Default Re: Need Revenue Scheduling Functionality

    So this is the sale of some sort of subscription, payable in installments?


    If so, I would suggest that a custom module of installments, related to opportunity, would allow the system to create the installment payment plan upon closing the opportunity (closed won).

    A custom dashlet would then be able to report on the future revenue broken down by whatever metric you need (month, or month by lead source, or month by sales person for example?)
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  3. #3
    syberjj is offline Member
    Join Date
    Jul 2009
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    8

    Default Re: Need Revenue Scheduling Functionality

    I just found this, it might at least help with planning things like "subscription plan is valid until ...."

    Anyway, I thought it is worth mentioning here
    http://www.sugarcrm.com/forums/showt...n+plan&page=26

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