How to Track Recurring Revenue (MRR/ARR) in Pipedrive

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.

See Pipedrive reporting examples

 

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.

Pipedrive Recurring Revenue
 

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.