Revenue Recognition

Stop guessing about future income and start forecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. with confidence. With Pipeliner CRM’s RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Recognition, you can move beyond a single closing date and gain a clear, accurate view of your projected and confirmed revenue over time. Whether you’re selling multi-year contracts, subscriptions, or products with recurring service agreements, our feature helps you forecast with the precision your business needs to grow.

Why You Need Revenue Recognition

Traditional CRMs treat every deal as a single, one-time transaction. But your business doesn’t work that way. Pipeliner CRM’s Revenue Recognition feature solves this by letting you:

• Forecast with accuracy: Schedule revenue from an opportunity or individual productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. line items across specific periods (monthly, quarterly, or yearly) to get a true picture of future cash flow.
• Handle complex deals with ease: Accurately accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. for different components of a single deal. For example, recognize the revenue for a piece of equipment immediately while scheduling the revenue from a quarterly service agreement over the next year.
• Improve financial planning: Understand when revenue is scheduled to hit, giving your finance and leadership teams the dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. they need to make smarter decisions about staffing, investments, and growth strategies.
• Power your reporting and targets: Integrate recognized revenue data directly into your reports and targets. You can track recognized revenue as your target metric, filter values by a specific date range, and see how much revenue has been achieved against your goals.

How It Works: Simple and Powerful

Pipeliner CRM’s Revenue Recognition is designed to be intuitive and flexible. You can set a revenue schedule for an entire opportunity or dive into the details of each product line item.

• Opportunity-level scheduling: Define the start and end dates, the period (e.g., monthly, quarterly), and the number of periods over which revenue will be recognized.
• Product-level detail: For more granular control, apply a custom revenue schedule to each product within a deal.
• Instant visibility: A dedicated widget on your opportunity screen gives you an at-a-glance summary of your revenue schedule, including total revenue, achieved revenue, and what’s recognized in the current period.

Optimize Your Forecasting and Reporting

Revenue Recognition isn’t just a static feature—it’s fully integrated into the Pipeliner CRM ecosystem to supercharge your reporting.

When you add Revenue Recognition to your reports, each scheduled period becomes a separate line item. This means if you schedule a $240,000 deal over 12 months, your report will show 12 distinct entries of $20,000, giving you an unprecedented level of detail for analysis.

You can also use these key fields in your reports and list views to slice and dice your data:

• Recognized revenue (total)
• Recognized revenue (achieved)
• Recognized revenue duration
• Recognized revenue in the target period

By leveraging these fields, you can create powerful, dynamic reports that truly reflect the rhythm of your business.

Ready to get started?

Ready to build more accurate forecasts and gain a deeper understanding of your future revenue streams? Pipeliner CRM’s Revenue Recognition feature is available to our Business & EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. tier customers.