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Renewal opportunities set in Action Cards do not pull through decimal places - losing us money!

Related products:CS Renewal Center & CSQL
  • July 17, 2024
  • 0 replies
  • 6 views

SophieHurst

The Support team have confirmed this would be a feature request.

This is a pretty crucial one that I’d be surprised if others weren’t experiencing, as we have actually been losing money for our business due to this problem.

When you create a Renewal Opportunity using an Action Card in the Analyze screen, it pulls through the current ARR into the Target field. But it doesn’t pull through any decimal places (cents/pennies)!! So even if it’s for e.g. 5000.99 we lose nearly a whole dollar for each customer at renewal, as we quote our customers based on their current ARR + an annual percentage increase.