+ Start a Discussion
marchandojmarchandoj 

Display MRR in Opportunity but YRR in Quote

Hi

We are a SaaS business and are about to start using Products and Quotes.

The requirement is that we Display MRR (Monthly Recurring Revenue) in the Opportunity (because this is what the Sales people use for their monthly targets) but that we display YRR (Yearly Recurring Revenue) in the Quotes we send to customers.

 

I was considering using Product Revenenue Schedules...

 

Is this possible? 

 

Thanks

Ashish_SFDCAshish_SFDC

Hi marchandoj,

 

Yes that should be possible.

You can have to create another field(s) on Opportunities that display YRR, you can use formula field to get the value, and you can hide the field from Page layout.

Now try creating Quotes with the YRR fields, that should work.

 

Regards,

Ashish, Salesforce.com

If this post answers your question, please mark this post as Solved.