Report Overview
The Membership Revenue Forecast Report displays both projected (expected) and billed (actual) membership revenue for the current and upcoming year.
Projected Revenue – Based on each membership’s billing period, amount, and next bill date.
Example:
A membership billed $1,000 annually with a next bill date in October will display $0 for every month until October, where it will show $1,000.
A membership billed $50 quarterly starting in January will display $50 in January, April, July, and October, and $0 in other months.
Billed Revenue – Reflects actual revenue charged for memberships, excluding canceled invoices.
Revenue is displayed as projected until it is charged when it appears as billed revenue.
Report Tabs
Overall: View total billed and projected revenue aggregated by month for the current year. Compare this year’s revenue to last year’s to identify trends and growth.
By Patient and Year: See each patient listed once, with:
Monthly revenue for this year and next year
Annual revenue totals
Current membership billing rate
Membership start and end dates
By Patient and Month: See each patient listed for each month and their revenue. This is helpful as a data download to be used for additional analyses.