Revenue Overview

Revenue Overview

The Revenue Overview dashboard offers the following reports:

• Revenue Split by Revenue Account
• Revenue Growth Split by Revenue Account
• Revenue Split by Invoiced vs Not Invoiced
• Revenue Split by Plan
• Customers Ranked by Total Revenue
• Customers Ranked by Total Credit Issued

More revenue reports are available in separate dashboards:

• Revenue By Customer
• Revenue By Revenue Account
• Revenue Detailed View
• [Legacy] Revenue Balance
• [Legacy] Invoiced Revenue
• [Legacy] Projected Revenue

Rules for Calculating Reports

• All Membership, One-off and Booking fee transactions are displayed in the reports, regardless if they are invoiced or not.
• All detached line items from an invoice that hasn’t been voided will be included in the calculations for the Revenue reports. To ensure accuracy of the data, we recommend voiding before detaching any items.
• Membership fee transactions are recorded based on:
  • (1) the start date of the membership (in the first month the membership is activated)
  • OR
  • (2) the first day of the billing cycle of the respective Company/Member (when the membership recurs for the 2nd time or more)
• One-off fee transactions are recorded based on the start date of the fee.
• Booking fees are recorded based on the start date of the booking.
• TAX is excluded from the total amount of each transaction.
• Deposits and processing fees will appear as line items in this report. You can use the "Revenue Account" filter if you need to filter those out.
• A negative amount will appear as a line item in this report if:
  • a fee/membership was credited (i.e. a Credit Note was issued for it). In this case, the transaction is recorded:
    • on the current date, if the transaction you're crediting is in the past
    • OR
    • on the start date of the line item that is being credited, if the transaction you're crediting is in the future
  • you’ve created a fee with a negative value in the first place. In this case, the transaction will be recorded based on the start date of the negative fee.
• Manually created line items in invoices will appear in this report.
• This report lists every entity that you have a direct commercial relationship with. It can show Companies, Company Members (if they have personal fees/memberships), and/or Individual Members.

Examples:

• A one-off fee with a start date of the 5th of November will appear on the same date - 5h of November.
• A membership that has a [start date of the 15th of February], an [end date on the 31st of April], and a billing date on the 1st of every month will appear:
  • On the 15th of February
  • On the 1st of March
  • On the 1st of April

Revenue Split by Revenue Account

The total revenue generated in a given month and each bar chart is broken down by Revenue Account

Revenue Growth Split by Revenue Account

The percentage growth of each revenue account as compared to the previous month.

Revenue Split by Invoiced vs Not Invoiced

A clear outline of which of the revenue already added in the system is Invoiced vs Not Invoiced.

Revenue Split by Plan

A chart that shows the contribution of each Revenue Account to your total revenue for the selected period.

Customers Ranked by Total Revenue

A chart that sorts your customers based on who's generated the most revenue in the selected period.

Customers Ranked by Total Credit Issued

A chart that sorts your customers based on who's generated the most credit (i.e. Credit Notes issued) in the selected period.