If you run a business using Pipedrive and need visibility into recurring revenue (MRR/ARR) and one-time sales, you're not alone. Until recently, Pipedrive only offered limited support for recurring revenue products — and even now, there’s no built-in reporting for MRR, ARR, or renewals.
In this post, we’ll show how to bring clarity to your revenue reporting — across all types of income — and offer a better way to build actionable dashboards.
Who Needs Recurring Revenue Reporting in Pipedrive?
This isn’t just a SaaS problem. In fact, many Pipedrive customers span industries like:
Professional services
Manufacturing and equipment rental
Consulting and IT projects
Education and training
Creative and marketing agencies
These teams often sell a mix of monthly subscriptions, projects, or one-time fees — and want to track revenue across time.
Examples:
A training firm with ongoing retainers + single-session sales
A hardware vendor with monthly service contracts
An IT company with licenses + setup fees
These businesses need clear revenue visibility. But Pipedrive makes it hard.
Limitations in Pipedrive’s Native Revenue Reporting
Until recently, Pipedrive only offered limited support for recurring revenue products — and even now, there’s no built-in reporting for MRR, ARR, or renewals. Here's what’s still missing:
No automatic breakdown of MRR/ARR by month
No separation of recurring vs one-time fees in reports
No forecasted revenue view by subscription start date
No dashboard to track churn or expansions
No native support for sales reporting across multiple currencies
If you want a clear view of total revenue per month — including new, recurring, and one-time deals — you’ll likely need a spreadsheet.
That’s why many Pipedrive users turn to Dear Lucy — a certified 5‑star app on the Pipedrive Marketplace, built specifically to deliver complete revenue dashboards for subscription, project, and hybrid sales models.
What to Track: Revenue KPIs by Deal Type
When tracking recurring revenue in Pipedrive, most teams want to monitor:
Monthly Recurring Revenue (MRR)
Annual Recurring Revenue (ARR)
New vs churned vs expanded revenue
One-time revenue totals
Revenue per customer or product
Revenue by sales rep, team, or region
And critically — you want to break these metrics down over time.
Example: Revenue Tracking for a B2B Services Company
Let’s say your company offers both project-based and recurring services:
Website build: €10,000 one-time fee
Maintenance plan: €500/month ongoing
You want to track:
Total revenue per month (project + recurring)
MRR added each month
Upcoming renewals and churn risks
With Pipedrive alone, this reporting isn’t available. With a dedicated dashboard, though, you could:
Segment revenue by product type (recurring vs one-time)
See revenue by deal close month vs delivery month
Forecast future revenue based on subscriptions
Build Dashboards for Recurring + One-Time Revenue
Dear Lucy gives you plug-and-play dashboards that make recurring revenue tracking in Pipedrive easy — even if your business model isn’t fully SaaS.
With Dear Lucy, you can:
See revenue breakdowns by recurring vs one-time
Automatically calculate MRR and ARR
Segment by deal type, rep, product, or geography
Track revenue trends over time
Forecast future recurring revenue
Visualize retention, churn, and expansion
Explore Pipedrive revenue dashboards
Why This Matters
Whether you sell software, services, rentals, or retainers — clear revenue visibility helps you:
Make better forecast decisions
Spot risk early
Grow your customer base confidently
And with a flexible dashboard setup, you can track revenue your way — no workarounds required.
Frequently Asked Questions (FAQ)
Can Pipedrive track recurring revenue like MRR or ARR?
Not natively. Pipedrive supports recurring products (formerly subscriptions), but doesn’t offer built-in dashboards or KPIs like MRR or ARR. Most teams end up building spreadsheets or using a tool like Dear Lucy to automate this.
What’s the easiest way to build an MRR dashboard in Pipedrive?
Use a connected analytics tool like Dear Lucy. It reads your Pipedrive deals and recurring product info, and automatically calculates MRR/ARR — including churn, upsells, and one-time revenue.
Can I track both one-time and recurring revenue in the same dashboard?
Yes. With Dear Lucy, you can visualize all revenue types together — sorted by month, deal type, product, or customer.
Is this only for SaaS companies?
Not at all. Pipedrive customers in consulting, IT services, manufacturing, rentals, and agencies all track recurring and project-based revenue. Dear Lucy supports hybrid models — not just SaaS.
Does Dear Lucy support multicurrency MRR reporting?
Yes. All revenue is normalized for reporting clarity, even when deals are closed in different currencies.
Is Dear Lucy officially partnered with Pipedrive?
Yes. Dear Lucy is a certified Pipedrive partner and 5-star-rated Marketplace app used by Pipedrive customers across the globe. See Dear Lucy on Pipedrive Marketplace
TL;DR – Recurring Revenue in Pipedrive, Simplified
Pipedrive supports recurring products, but doesn’t offer native dashboards for tracking MRR, ARR, or one-time revenue. Most teams end up building spreadsheets or struggling with incomplete reports.
Dear Lucy gives you:
Clear revenue dashboards (MRR, ARR, churn, expansions)
Split views for recurring vs one-time revenue
Forecasting and pacing across time
Plug-and-play setup with your Pipedrive CRM
Track your real revenue, not just closed deals.
See Pipedrive reporting examples
About Dear Lucy
Dear Lucy is a certified Pipedrive partner and one of the top-rated apps on the Pipedrive Marketplace. Our dashboards are used by revenue teams across industries — from SaaS to services and manufacturing — to bring clarity to complex revenue streams. Whether you track recurring subscriptions, one-time projects, or both, Dear Lucy helps you stay on top of performance with zero spreadsheets.