Projected Revenue Report

The projected revenue report is a sales report that shows the expected revenue for a given time period. This report takes into account all auto-renewal payments and auto-payments scheduled for the selected date range. Purchase Options sold individually, Purchase Options sold as part of a package, and installment plan payments will be included in this report.

For example, if you have five $100 auto-payments that are scheduled for the current week, your Projected Revenue Report will show each auto-payment, with a total projected revenue of $500 for the week.

Note If a Purchase Option has a duration that is longer than one month, this report will only display payments that are scheduled to take place before the Purchase Option’s auto-renewal date. The report will also display all future auto-renewal payments. For example: A client purchases an auto-renewing 12-month membership with monthly payments on January 1st, 2018. The Projected Revenue Report will only display monthly payments up to the auto-renewal date, January 1st, 2019. The report will also display the auto-renewal payment scheduled on January 1st, 2019 and the yearly auto-renewal payments for every January 1st in the future. When the auto-renewal payment scheduled for January 1st, 2019 is processed, all monthly payments until January 1st, 2020 will be displayed.

This article describes how to view the Projected Revenue Report, and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

To view the Projected Revenue Report:

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. On the Reports menu, click Sales.
  4. On the side menu or in the list, click Projected Revenue. The Projected Revenue Report is displayed.

Headings in the Projected Revenue Report

Heading nameDescription
DATEThe scheduled date of the payment.
CLIENTThe client who is expected to make the payment. Relevant details about this client, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
PURCHASEThe name of the Purchase Option being paid for. If the payment is part of an installment plan, this field will be marked as Installment Plan.
LOCATIONThe location to which the revenue from the payment will be assigned.
AMOUNTThe total amount of the payment, including taxes and discounts.
PAYMENT TYPEThe payment method that will be used to make the payment.
REVENUE CATEGORYThe revenue category under which the payment is categorized.
ACTIONClick the More button in this column to open the menu. From the menu, select View Details to view the payment details in the client’s profile. If the payment has been completed, you can select Refund to refund the payment.

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