Recurring revenue and renewals
When an opportunity with monthly, quarterly or yearly items is won, ZyfrHub starts a subscription for that customer. Set the contract length on the opportunity (Contract length in the sidebar); otherwise your default is used.
Ahead of the end date (60 days by default) the owner gets a renewal opportunity with the same items and a notification. Win it and the subscription renews for another term; lose it and it's recorded as churn. You can also start a renewal early from the subscription.
Settings › Renewals sets how far ahead renewals are created, the default contract length and which pipeline and stage they start in.
Reports › Recurring revenue shows monthly recurring revenue (MRR), annual (ARR), your renewal rate, churned MRR, what's coming up for renewal in the next 90 days, and a 12-month trend.
Commission
Commission is part of the Pro plan.
Plans
In Settings › Commission, create a plan and assign it to each rep.
- Rate: a percentage of the opportunity's value, or of its margin (value minus cost).
- Accelerators: once a rep passes a share of their monthly target, later wins that month earn a higher rate. For example, 8% normally and 12% from 100% of target.
- Recurring items count as a number of months' worth (12 by default), so a $100/month service pays commission on $1,200.
- Optionally a different rate for products, services or bundles.
Targets come from Goals (monthly, or a third of quarterly) and are ramped for new reps.
Splits
When two people worked on an opportunity, open it and use Credit split to share it (for example 60/40). Splits must add up to 100%. Without a split, the owner gets all of it.
Monthly statements
On Reports › Commission, choose the month and Create statements. Each rep's statement lists every won opportunity, its basis, their share, the rate and the commission.
- Add adjustments (a bonus, a clawback) while the statement is a draft.
- Approve, then Mark paid once it's gone through payroll. Recalculating only updates drafts, never approved or paid statements.
- Export CSV for payroll or your accountant.
Reps see their own statement, plus a running estimate for the current month.