Record non-recurring revenue items in Planhat and have those numbers reflected in the revenue module reports, as well as have it affect the overall value of the customer in your portfolio.
How to Add NRR Items
📌 Important to note: NRR is a setting that can be turned on or off. If you would like it to be enabled, please reach out to your CSM and let them know so they can assist you.
After you have NRR enabled you'll be able to add your non-recurring items. To do this, go to "Settings" > scroll down until you see the title "Non Recurring Products" > click on "Add Non Recurring Product" and enter the details.
Once you have added your non-recurring products they will appear as options in the "Product" field on your NRR item in Planhat.
There's several different ways that you can add a non-recurring revenue item into Planhat:
Company Profile: navigate to the company profile > click on the ellipsis icon in the top right corner > select "Add Sale" > fill in the details and click "Save".
Data Module: go to the "Data" module > click on the "NRR" tab > click on the "+" icon in the top left corner > enter the company name that you would like to add a Sale to > fill in the details and click "Save".
Excel Import: click on the "+" icon in the bottom left corner of Planhat, directly above your avatar or press "Alt+n" and click on "NRR". Download the NRR import template, populate it and then upload it in the same location. If you would like to learn more about our Excel import templates then check out this article.
API: use our API to create Sale items in Planhat.
📣 Quick tip: you can delete a NRR item from the company profile and "NRR" page on the "Data" module. Simply select the NRR items that you want to delete, click on the ellipsis icon in the top right corner and select remove/delete.