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A multi-year ramp deal sells the same product across consecutive years at a different contract rate each year. This page covers creating and editing a ramp. For why ramps exist and how DualEntry represents one internally, see How DualEntry Models Multi-Year Ramp Deals.

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Prerequisites

Before you create a ramp, confirm the following:
  • Revenue recognition is enabled for your organization.
  • You know the signed year-by-year rate schedule (or the step-up pattern) the commercial terms commit to.

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Create a multi-year ramp

On the contract wizard Performance Obligations step:
  1. Add the product and choose the multi-year / period-based pricing option (where enabled).
  2. Add one period row per year, then set each row’s From date, To date, and Rate individually. The optional segment splitter pre-fills date ranges, but it divides the term by days rather than calendar years and copies a single rate to every row, so check each boundary and rate after you use it.
  3. Confirm that SSP is the same on every year row and that dates do not overlap.
  4. Continue through Allocations, Revenue Recognition, Invoicing, and Preview as you would for any contract.
After save, DualEntry creates the year obligations with the shared ramp group ID. Allocation uses the equal SSP across years even when billed amounts step up or down. Use the preview step to confirm each year’s billed amount matches the commercial ramp and that recognized amounts follow the SSP allocation rather than the stepped invoice totals. If year dates overlap, DualEntry cannot treat the rows as a clean sequential ramp, so adjust the segments until each year is contiguous and non-overlapping. If SSP differs across year rows, fix it before activation so allocation does not skew toward higher-rate years.

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Edit and modify ramps

Reopen the ramp from the contract’s performance obligation editor to adjust the year schedule while the contract remains editable. Use that path for draft-time corrections to rates, dates, or the number of years before activation. After the contract is active, treat the signed ramp as fixed commercial history for those year rows. For structural commercial changes after activation, such as added seats or a mid-term price change outside the signed ramp, use a change order instead of editing the ramp. Review the change-order impact summary before you complete it so billed and recognized amounts for later years stay aligned with the amendment. For how the ramp group behaves across that change order or a later renewal, see How DualEntry Models Multi-Year Ramp Deals.

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Next steps

Last modified on September 1, 2026