Recurring Revenue Opportunities

Selling Subscriptions Through the Pipeline

If your business sells recurring plans (monthly/annual contracts) rather than one-time deals, enable Recurring Revenues in CRM > Configuration > Settings.

• Each opportunity gets a Recurring Plan field (Monthly, Yearly, etc.) and a Recurring Revenue amount, tracked separately from one-time Expected Revenue.
• Forecast and reporting views can then show MRR (Monthly Recurring Revenue) and ARR (Annual Recurring Revenue) pipeline separately from one-off project revenue.
• When Won, a recurring opportunity typically links to a Subscription in Sales rather than a single invoice — see the Sales course's "Recurring Contracts & Subscriptions" article for the billing side.