Tracking separate SOWs within an Opportunity

  • 1
  • Question
  • Updated 1 year ago
  • Acknowledged
Has anyone found a successful way of tracking an SOW that is outside the scope of an opportunity? For example, if a statement of work has been signed which is open-ended for a period of time, it is not captured within an opportunity today. Preferably, I would still like to be able to capture that revenue in an opportunity or perhaps as a separate identifiable way. Thank you in advance for the ideas! 
Photo of Roxanne


  • 288 Points 250 badge 2x thumb

Posted 1 year ago

  • 1
Photo of Denise Stokowski

Denise Stokowski, Official Rep

  • 12,290 Points 10k badge 2x thumb
Have you investigated using a different Opportunity Type for this that is specific to services?  I have used this approach before and also followed a naming convention to identify these for tracking (don't let every single one be called "[Customer] SOW" - add date and service type for it too.

The other approach might to use a Gainsight construct for this - could be CTA Type - you could add the custom fields for tracking the additional data.