How to Track Deal Revenue in a Pipeline
Turn on revenue
- Open the pipeline and select Pipeline settings.
- Turn on Is this a sales pipeline?
- Select Save Changes.
Add values to cards
Each card now has two fields:
- Revenue: the one-off value of the deal
- Recurring / mo: the monthly recurring value, for example a subscription
Both use your workspace currency, which is shown next to the field.
Read the board
Each step shows its Total revenue and recurring amount, so you can see how much is in each stage, for example how much value sits in "Proposal sent".
Tips
- Update the value when a deal changes, so totals stay accurate.
- Keep a "Won" step, so you can see closed revenue at a glance.