If your organization needs access to deferred or accrued revenue reporting, please reach out to firstname.lastname@example.org
How to use the monthly deferred revenue dashboard
Click “Filters” on the top band of this page.
Select a month from the “HistoricalMonths” filter.
To see exact totals per category, hover over the corresponding bar in the chart below.
Deferred revenue is a liability on the balance sheet that represents a prepayment by its customers (e.g., an annual membership payment).
Earned revenue is when the service paid for is delivered to the customer during the service period.
Earned revenue plus deferred revenue will be equal to the total amount paid during the specified period.
Accrued revenue indicates revenue from income that was once deferred has now been recognized.
Report Calculations Explained
Recognized & deferred revenue calculates revenue that is not recognized on the transaction date of the charge but is instead deferred across future months over a certain period of time. The calculation takes the most recent membership invoice for charges with a duration of more than a month and allocates the revenue into monthly portions over the duration of the charge. Each full month will be allocated the same amount of revenue.
Example: a $1,200 annual membership billed on April 16th, 2020 will be split and recognized in the following months:
April 16th - 30th, 2020 (.5 month): $50
May 2020 - March 2021: $100 each month
April 1st - 15th, 2021 (.5 month): $50