The Projected Revenue Report has been redesigned to give you a clearer, more detailed view of your expected recurring revenue. With improved functionality and a fresh layout, this report makes it easier to track, plan, and manage your business’s financial performance.
Take a quick look at what’s changed!
This short video highlights the updates made to the Projected Revenue Report—formerly known as the Projected EFT Report. See the before and after views to better understand the improvements and how they can help you plan ahead more effectively.
This updated report provides a comprehensive forecast of your projected revenue and potential losses over the next 12 weeks, helping you stay ahead and make informed decisions.
🆕 What’s New?
When you open the updated report, you’ll see:
✅ A membership-based breakdown of projected revenue for quick insights.
✅ Interactive sections that allow you to click on totals to instantly filter and view related contact details.
✅ A forecast that automatically updates every Sunday at 3:00 PM UTC, covering the next 12 weeks (by default, it displays the next 4 weeks).
📖 Report Structure
The report is divided into three main sections:
📈 1. Projected Revenue
Displays a summary of your forecasted recurring payment revenue from active memberships.
💵 2. Projected Installment Revenue
Shows installment revenue broken down into three statuses:
Current – All installments for subscriptions that are currently active.
Scheduled – All installments for subscriptions scheduled to start within the selected date range.
Upsell – Revenue from any single installment modifications where the amount has been increased (e.g., a subscription updated from $50 to $60 shows the extra $10 here).
📉 3. Projected Installment Losses
Displays the potential revenue you may not receive due to changes in membership status. This includes:
Frozen – Installments that are frozen.
🔴 Number in red: upcoming freeze
🟢 Number in green: freeze ending
Paused – Installments placed on pause.
Cancelled – Subscriptions that have been cancelled.
Discounted – Revenue reductions from any single installment modifications where the amount was decreased (e.g., a subscription changed from $50 to $40 shows -$10 here). The amount you are seeing here is the total amount in the Discounted Column.
📅 Report Date Range and Weekly Forecast
The report works every week, creating a forecast for the next 12 weeks.
By default, it displays the next 4 weeks of data.
Click on the date to adjust the date range as needed.
🔍 Interactive Features
🖱 Clickable Totals
Easily drill down into the details by clicking on any section total.
Current, Scheduled, Upsell, Frozen, Paused, Cancelled, or Discounted.
The contact list below will automatically update to show only the related records.
✅ Key Benefits of the Update
✔ A more detailed, accurate forecast of projected revenue and potential losses.
✔ Clear insights into installment modifications (Upsell and Discounted).
✔ Weekly updates for precise financial planning.
The redesigned Projected Revenue Report provides a more powerful and user-friendly way to monitor your expected revenue. Whether you’re tracking active subscriptions, reviewing potential losses, or analyzing installment changes, this updated tool makes it easier to stay informed and take action.