First and Last Non-Zero Schedules

When the Product Schedules are created, the app automatically flags the first and last schedule associated with each Opportunity Product where the Booked Amount exceeds $0. The app sets two checkbox fields on the Product Schedule to True: First Non-Zero Schedule and Last Non-Zero Schedule.

These fields can be used in reports and dashboards. For example, if you sell a product with a free trial where the first three months’ revenue is $0, then you can use the First Non-Zero Schedule field to report on revenue recognition.