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MRR Forecast

by
Odoo

$ 201.15

In-App Purchases
v 18.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Subscriptions (sale_subscription)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 230
Technical Name fal_mrr_forecast
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-sal-0040-mrr-forecast-6619
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Subscriptions (sale_subscription)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 230
Technical Name fal_mrr_forecast
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-sal-0040-mrr-forecast-6619

ODOO'S FUNCTION

In Odoo, Monthly Recurring Revenue (MRR) is recorded only at the actual event date, such as when an invoice is generated or a subscription is renewed. However, Odoo does not provide a built-in way to forecast future MRR. Users can only view past and current MRR values, making it difficult to anticipate revenue fluctuations, upcoming renewals, or potential churn.


CLUEDOO'S FUNCTION

Cluedoo improves Odoo’s MRR management by allowing users to manually forecast MRR-related events. Two smart buttons— Forecast New and Forecast Churn —enable users to log upcoming subscription events.

  • Forecast New : Used to manually register a future MRR increase (e.g., new subscription activation).
  • Forecast Churn : Used to manually log an expected subscription cancellation.
  • When clicking either button, a pop-up appears to select the event date when the change is expected to happen.

Additionally, Cluedoo introduces a Log Type to differentiate between ODS and forecasted data.

This feature allows businesses to plan more effectively by simulating different revenue scenarios while keeping actual MRR data separate from forecasts.

1. Go to Subscriptions > Create a new subscription > Fill in the information and remember to set the Recurring Plan and Subscription Start Date

You will see 2 buttons: Forecast New and Forecast Churn appear



2. Click on Forecast New > A pop-up shows up and you can choose the expected Event Date for this subscription > Create Log

It will trigger a Forecast smart button with details about the Log Type and Type of event.

If a new Forecast New is created, the new one will overwrite the old one.

3. If you confirm the subscription > The event will move to the MRR smart button and Forecast New will disappear.

Note that The Log Type switched from Forecast to ODS and the Event Date will be Subscription Start Date.


4. Create Invoice > Confirm > Back to the Subscriptions

  • when changing quantity directly on the Subscriptions line, a new event will be created and the Event Date will be today.



  • when using the button "Upsell" , an Upsell order will be created > Fill the quantity and Start Date > Confirm > a new event will be created and the Event Date will be the Upsell order start datdate.



5. Go back to the subscriptions > Choose Forecast Churn and select the Event Date > It will show up in the Forecast smart button

Note: You can also choose Forecast Churn even when you have not invoiced yet.



6. When you close the subscription and it is officially churned > The Forecast will be deleted and the event will be recorded in MRR

Note that
  • The Subscription end date does not move back to today as ODS does.
  • The Log Type switched from Forecast to ODS and the Event Date will be Subscription End Date


Note that you can use the "Update Event Date" button for updating event date for start/end date to update the related date in sale.order.log

7. In Subscriptions > Reporting > MRR Breadown > It will show all the events including the forecasted ones 








Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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