Projected Revenue Report

The Projected Revenue Report is a sales report that shows the expected revenue for your business during the selected date range. This report includes membership payments scheduled for the selected date range, all auto-renewal payments, auto-payments, and services with future billing dates which have been modified during the point of sale. Purchase Options sold individually, Purchase Options sold as part of a package, Purchase Options set to automatically convert, and installment plan payments are also included in this report.

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.

NoteIf 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.

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 Sales menu, click Projected Revenue. The Projected Revenue Report is displayed.

    Headings in the Projected Revenue Report

    Heading Description
    Date The scheduled date of the payment.
    Client The 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.
    Purchase The 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.
    Location The location to which the revenue from the payment will be assigned.
    Amount The total amount of the payment, including taxes and discounts.
    Payment Type The payment method that will be used to make the payment.
    Revenue Category The revenue category under which the payment is categorized.
    Action Click 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.
    Tags Located beside Date and above the user selection checkbox. The possible tags are: 

    • Scheduled – Purchase Options scheduled for payment. This tag appears in green. 
    • Renewal – Purchase Options that are set for auto-renewal. This tag appears in orange. 
    • Conversion – Purchase Options that are set to convert to a different Purchase Option upon expiry. 
    • Done – The revenue of the Purchase Option has already been collected. This tag appears in grey.

    Advanced filters in the Projected Revenue Report

    Filter Description
    Locations Use this filter to determine which business location(s) to include in the report.

    You can also use this filter to view purchases clients are making online. For example, if one of your business locations is named Location A, there will be both a Location A filter and a Location A Online filter available. The Location A filter will filter for sales made by staff members who are signed into Location A and purchases made through the Achieve Client App by clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web App by clients whose home location is Location A.

    Appointments Purchase Options Use this filter to determine which Appointments Purchase Options to include in the report. Appointments Purchase Options are Purchase Options with the Appointments Purchase Option Service Category.
    Gym Purchase Options Use this filter to determine which Gym Purchase Options to include in the report. Gym Purchase Options are Purchase Options with the Gym Visits Purchase Option Service Category.
    Revenue Categories Use this filter to determine which sales to include in the report based on the revenue categories they are classified under.
    Groups Use this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Class & Events Purchase Options Use this filter to determine which Class & Events Purchase Options to include in the report. Class & Events Purchase Options are Purchase Options with the Class/Events Purchase Option Service Category.
    Package Purchase Options  Use this filter to determine which Packages to include in the report. Package Purchase Options are Purchase Options with the Package Purchase Option Service Category selected. 
    Account Purchase Options 
    Use this filter to determine which Account Purchase Options to include in the report. Account Purchase Options are Purchase Options with the Account Tab Purchase Option Service Category selected.
    Asset Purchase Options 
    Use this filter to determine which Asset Purchase Options to include in the report. Asset Purchase Options are Purchase Options with the Asset Purchase Option Service Category selected.
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