Non-Recurring Revenue in CRMs

SaaSGrid recognizes both recurring and non-recurring revenue from CRMs. There are two ways to specify that an Opportunity/Deal has non-recurring revenue:

1. A separate field can track if the amount listed is non-recurring revenue. For this method, an Opportunity/Deal can have either recurring or non-recurring revenue, or both!
2. Fields can be mapped to Opportunity/Deal Types, which are either "New Contract", "Contract Amendment", "Renewal", “One-Time Revenue" or “Ignored”. The mapping determines which category the amount will be applied to. Any non-recurring revenue should be mapped as “One-Time Revenue.”

Depending on how recurring revenue is tracked (either by Opportunities/Deals or Line Items), non-recurring revenue will follow the same method. 

If you use Opportunities/Deals to track Contracts, you can indicate in the mapping above or select the specific Opportunity/Deal field in a separate question below.

If you use Line Items to track Contracts, SaaSGrid allows you to map Line Items as recurring or non-recurring revenue. There will be an additional mapping setting where you can customize your Line Items as “Recurring Revenue,” “One-Time Revenue,” or “Ignore.”

Finally, you can choose how SaaSGrid recognizes your non-recurring revenue: the entirety in the first month or spread across the service period.