Revenue Types

Revenue Types help you track and report on different sources of income within Pipeline CRM. By categorizing your deals, you can better understand the source of your revenue and which pipeline strategies are most effective. Whether you’re closing new business or expanding existing accounts, Revenue Types keep your reporting organized and insightful.

What Are Revenue Types?
Revenue Types are customizable categories you assign to deals to clarify the nature of the revenue generated. This feature is especially useful for businesses managing multiple products, services, or deal structures.

Important Note: Revenue Types can only be used with deals that are associated to companies that have been converted to customers. If a company has not been converted to a customer, Revenue Types will not be available for their associated deals.
You can learn more about customers here.

Why Use Revenue Types?

Accurate Reporting: Easily break down revenue by category for cleaner analytics.
Strategic Insights: Pinpoint which types of deals drive growth.
Tailored Pipelines: Align your sales process with your business model.

Common Revenue Types in Pipeline CRM

New: Revenue from brand new customers or deals.
Expansion: Upsells or cross-sells to existing customers.
Recurring: Ongoing revenue streams, such as subscriptions.
Project: Revenue tied to specific projects.
Service: Fees for professional services.
Fee: One-time or miscellaneous fees.
Commission: Earnings from commissions.
Other: Any revenue that doesn’t fit standard categories.

How to Add or Manage Revenue Types

Go to Settings > Deals > Revenue Types.
Click Add Revenue Type to create a new category.
Edit or delete existing types as your business evolves.
When creating or updating a deal, select the appropriate Revenue Type.

If you have any questions or need additional assistance, reach out to our support team at [email protected].

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Revenue Types