Step 1: Set up the Get-Customer-Phase for All Revenue Streams

Lesson 2

We add each stage of the Get-Customer-Phase in Lean-Case Menu “Revenues” as so-called revenue streams which model different revenue types (e.g. subscription revenues) and which can include several customer contracts - in a SaaS context often referred to as revenue plans (e.g. Enterprise Plan). Even though customers in the sales process don’t create revenues, this is a required step.

For the first revenue stream “Prospect”:

Click the button “Add Revenue Stream” to create a revenue stream
Select a revenue type for this revenue stream by choosing “Subscription (Customer Contract)” from the dropdown (Note: For all stages in the Get-Customer-Phase with “0”-revenues, you could potentially select any other revenue type.)
On the top right side of revenue stream widget, enter the name of the stream; let’s start with “Prospect”
Click the button “Add Revenue Stream” to create a revenue stream
Select a revenue type for this revenue stream by choosing “Subscription (Customer Contract)” from the dropdown (Note: For all stages in the Get-Customer-Phase with “0”-revenues, you could potentially select any other revenue type.)
On the top right side of revenue stream widget, enter the name of the stream; let’s start with “Prospect”
Below that, also enter the name of the revenue plan/customer contract. As we only use one plan, just use the same description “Prospect”
Go to tab “Forecast”. For now, set the forecast of new customers in field “Forecast Driver: New Customers per Month” to 0 (by default it is set to 1).
Click button “Save” to save the revenue stream

Repeat the same procedure for all the other revenue streams. At the end of it all, your Get- Customers-Phase should have four revenue streams, one for each stage.

Step 1: Set up the Get-Customer-Phase for All Revenue Streams

solutions

BLOG

GET STARTED

CONNECT WITH US

PLANS & PRICING

SOLUTIONS