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Projections Report

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The Projections Report details projected revenue over a selected date range, based on all currently active agreements. This report can be filtered by location.

Sample Projections Report

Sample report

Sample report

Projections Report Fields

  • Last Name
  • First Name
  • Package Name
  • Sign Up Date: The start date of the agreement
  • Expiration Date: The end date of the agreement
  • Billing Duration: Billing cycle for the agreement
  • Package Length: Term length of the agreement
  • Down Payment: If applicable, the down payment applied to this agreement
  • Fees: If applicable, any one-time fees the Member paid upon signing the agreement.
  • Recurring Payment: The total recurring payment for each billing cycle. (Also includes recurring fees, if applicable.)
  • Date Range Total Projected: The total price that the Member is expected to pay toward their package. (A total for this column appears at the bottom of the list.) 
  • Date Range Contractual: The residual cost of the Member's package that the Member has yet to be charged for and, therefore, remains unpaid. (A total for this column appears at the bottom of the list.) 
  • Date Range Auto-Renew: If the agreement auto-renewed during the report's date range, the amount of the renewal invoice will appear here.
  • Pending Collection: Any overdue payment the club has yet to collect (delinquent invoices, chargebacks, etc.) (A total for this column appears at the bottom of the list.) Note: Members cannot be billed for new payments until pending payments are collected. 
  • Remaining Contractual Agreement Value: The package's current remaining total balance (not limited to the report's date range.)

 

Learn more about accessing, filtering, and scheduling reports.

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