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?
Solved
Inferred Booking Types to indicate an expected churn
Best answer by praveen
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.
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.
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