Which $100K deal is worth more in reality?
• Net 30, low risk, money available sooner
• Net 90, higher risk, money tied up longer
We automated this logic in Zoho:
When payment terms change in Books →
Deal values auto-adjust in CRM considering:
• Time value (longer terms = less present value)
• Default risk (extended terms = higher risk)
• Automatic sync between Books & CRM
Example:
$100K Deal
Net 30 = $100K (baseline)
Net 60 = $97K (time value ↓ + risk ↑)
Net 90 = $93K (time value ↓↓ + risk ↑↑)
Result? CRM shows true deal value, not just face value.
See how we connect Books & CRM: https://zurl.co/UOsBK
#ZohoCRM #ZohoBooks #SalesForecasting