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Hello everyone,
I hope you're doing great. I'm starting to use D365 Sales Hub.
I have started defined my products and their price list. But there I'm struggling to see how to achieve one scenario.
See I sell SaaS products, typically it would be billed every month for a year period. I want d365 to be the single source of truth for both forecasts and actuals. That's why, I would like the recurrence aspect to be reflected in the forecast.
Ex : Let's say I sign with a customer for a year where the customer has to pay every month a specific amount. I would like to avoid to close the sum of the 12 settlements on the signing date as a won in the CRM. If if do so it will look as if I got money for the year in one shot. When it's not the case (yet). So it will inflate artificially the "won" deals volume this will not align with actuals.
Ideally, I would like the opportunity to be splitted into 12 small opportunities which are all due on their respective monthly invoicing date. So I can stay on top of my forecast but at the same time don't inflate artificially my actuals view.
How would you advise to deal with the recurrent billing nature of my products ? Any other SaaS companies using D365 ?
Warm regards,
Johan
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