Revenue Types let you label each deal with a revenue category — such as New, Project, or Referral — so you can report on where your revenue comes from and see how well your pipeline is working. They work on every deal.
Why Use Revenue Types
Revenue Types are most useful when you sell several products, services, or deal structures.
- Cleaner reporting — break revenue down by type.
- Strategic insight — see which kinds of deals actually drive growth.
- A pipeline that fits your business — match your sales process to how you earn.
Common Revenue Types
Revenue Type
Use it for
New
Revenue from brand-new customers or deals
Expansion
Upsells or cross-sells to existing customers
Recurring
Ongoing revenue, such as subscriptions
Project
Revenue tied to a specific project
Service
Fees for professional services
Fee
One-time or miscellaneous fees
Commission
Earnings from commissions
Referral
Revenue from deals that came through a referral
Other
Anything that doesn't fit the types above
Add or Manage Revenue Types
Before you start: Admin access required.
- Click Settings in the lower-left corner.
- On the Deals tab, select Revenue Types.
- Add a new Revenue Type.
- Use the pencil and trash icons to edit or delete existing types as your business changes.
To use a Revenue Type, choose it in the Revenue Type field when you create or edit a deal.
Need help? Contact support at customercare@pipelinecrm.com.