Using the renewals centre out of the box functionality, the inferred booking types currently indicate “renewal”, where the forecast amount = target amount, “renewal with upsell”, where the forecast amount > target amount, and “renewal with downsell” when the forecast amount < target amount. However, when we know that a customer will churn, and therefore their forecast amount = 0, it still applies the “renewal with downsell” inferred booking type, whilst for our reporting, we would like to differentiate this expected churn from other downsell/contraction. Is there a way to do this?
Page 1 / 1
To differentiate the opportunities that are going to churn, we have to inform the system to stop treating those opportunities for renewal. One way to do this is,
1. Make the stage of the opportunity as Churn (or anything that represent churn for your organisation).
2. Go to GS Booking Type, remove this stage from the configuration of renewal.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.