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Enabling the recurring revenue view

Updated on May 10, 2021

Enable the recurring revenue view to allow sales representatives to enter revenue schedules while adding products to an opportunity. Revenue schedules help report the product revenue correctly in dashboard and forecast views in the user portal.

Pega Sales Automation Implementation Guide
  1. Log in to the user portal as a sales operations user or an administrator.
  2. In the navigation pane, click AdministrationToggle Settings.
  3. On the Toggle Settings page, select the Enable recurring revenue view checkbox.
  4. Click Save.
Result: Sales representatives can now add revenue schedules for products in an opportunity.

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