Playbooks
Revenue Milestones
Track per-status payouts and revenue with milestone configuration.
Revenue Milestones
Revenue milestones define how much revenue is credited when a contact reaches a specific status. This lets you track per-contact revenue across playbooks.
How It Works
Each milestone specifies:
- Paid On — The contact status that triggers the revenue credit (
deliveredoraccepted) - Amount — Dollar amount per contact
- Currency — Defaults to USD
- Valid From — When this rate takes effect
- Valid To — When this rate expires (leave empty for ongoing)
- Notes — Optional context for the rate (e.g., "Q1 2024 rate increase")
Configuration
Navigate to the Revenue tab on a playbook.
- Click Add Milestone to create a new rate
- Multiple milestones can coexist — for example, $50 on delivery and an additional $25 on client acceptance
- Toggle the Ongoing checkbox to set an open-ended rate, or specify an end date for time-limited rates
Example
A playbook pays $75 per delivered contact:
| Paid On | Amount | Valid From | Valid To |
|---|---|---|---|
| Delivered | $75.00 | Jan 1, 2024 | Ongoing |
A playbook with tiered payouts:
| Paid On | Amount | Valid From | Valid To |
|---|---|---|---|
| Delivered | $50.00 | Jan 1, 2024 | Ongoing |
| Accepted | $25.00 | Jan 1, 2024 | Ongoing |