[Legacy] Projected Revenue

Summary

In this report, you will be able to see the projected revenue of each of your customers based on the memberships, fees and accounts they are associated with. Learn more about what accounts are and how to manage them.

Note: The values here only represent the projected revenue. For the actual invoiced revenue, please see this article.

Member & Location tabs

Above, you can see two tabs called By Member and By Location. This lets you view report data on a member or location basis, depending on your needs.

The data you see is broken down by accounts. The numbers that you see next to each account are constructed by summing the amount of each billing plan associated with the specific account.

Please note that all of the amounts here are calculated from the base amount of the billing plans and do not include the taxes applied to each account.

By default, the accounts that you'll be able to see are:

• Membership Fees
• One-off Fees
• One-off Fees (Deposits)
• Booking Fees

Note: These names may differ from what you see in your report as the accounts can be renamed.

Note: Any memberships that do not span the entire month that you are currently viewing will be prorated accordingly. Example: a membership starts on the 10th and ends on the 30th. That's 21 days, so the system will prorate that according to the proration settings. Learn more about how proration works in OfficeRnD.