How to Set Up Recurring Revenue Tracking in Odoo 19 CRM

Overview

Odoo 19 CRM includes built-in recurring revenue tracking for businesses with subscription or recurring billing models. Each opportunity can carry both one-time expected revenue and recurring revenue components, with automatic Monthly Recurring Revenue (MRR) calculations. This lets you forecast both immediate deal value and long-term recurring income from your pipeline.

Prerequisites

• Odoo 19 with CRM module installed
• Sales Manager or Administrator access

Step 1: Enable Recurring Revenue

Navigate to CRM > Configuration > Settings. Enable Recurring Revenues under the CRM section. This activates recurring revenue fields on opportunities and makes recurring plans available. Click Save.

Step 2: Configure Recurring Plans

Go to CRM > Configuration > Recurring Plans. Each plan defines a billing frequency. Create plans matching your billing cycles:

Each plan has a Name, Number of Months, Active toggle, and Sequence for ordering. The number of months determines how Odoo normalizes the recurring amount to a monthly figure.

Step 3: Track Recurring Revenue on Opportunities

When editing an opportunity, you will now see additional revenue fields:

• Expected Revenue — One-time deal value (unchanged from standard CRM)
• Recurring Revenue — The recurring amount per billing period
• Recurring Plan — Select the billing frequency (Monthly, Quarterly, Annual, etc.)

Odoo automatically computes:

• Monthly Recurring Revenue (MRR) — The recurring revenue normalized to a monthly amount. For example, an Annual plan with $12,000 recurring revenue shows $1,000 MRR
• Prorated MRR — MRR multiplied by the opportunity's win probability

Step 4: Use MRR in Pipeline Views

Customize your pipeline Kanban view to display recurring revenue metrics:

• The Kanban column progress bars can show expected revenue and MRR subtotals
• Use the Pivot View to analyze MRR by stage, salesperson, or time period
• Create filtered views for opportunities with recurring revenue greater than 0 to focus on subscription deals

Step 5: Forecast Recurring Revenue

Combine recurring revenue with probability scoring for accurate forecasts:

• Weighted Pipeline — Filter by Prorated MRR to see probability-adjusted recurring revenue across stages
• Revenue by Month — Use Pivot or Graph views with date grouping to project future MRR growth
• Team Dashboards — Group by Sales Team to compare recurring revenue performance

Step 6: Integrate with Subscriptions

If you use the Odoo Subscriptions module (sale_subscription), CRM recurring revenue connects to actual subscription management:

• Won opportunities with recurring plans can be converted to subscription orders
• The Subscriptions module handles invoicing, renewals, and churn tracking
• CRM provides the top-of-funnel view while Subscriptions manages the ongoing revenue

Reporting Tips

• Use CRM > Reporting > Pipeline Analysis with measures set to "Recurring Revenue Monthly" for MRR reports
• Compare Expected Revenue vs. Recurring Revenue to understand your mix of one-time and recurring deals
• Track MRR growth month-over-month by adding date filters to pivot reports

Best Practices

• Always select a Recurring Plan when entering recurring revenue — without it, the MRR calculation defaults to zero
• Use consistent naming for recurring plans across the organization
• Train reps to enter both expected (one-time) and recurring revenue for accurate forecasting
• Review the MRR pipeline weekly to identify subscription deals at risk of stalling