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    Projections Report [Breakdown]

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    The Projections Report details the total, estimated revenue that a club can expect to accrue within a future date range based upon its currently active agreements. From its data, Club Admins can also observe purchasing trends and examine how effectively their staff is utilizing additional revenue opportunities such as down payments, fees, etc.

    This report is filterable by Date Range and Location. For more tips on how to access, filter, and schedule this report, click here.

    The Report

    ProjectionsReport1.png

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    Columns include:

    • Last Name: The last name of the Member who purchased the agreement.

    • First Name: The first name of the Member who purchased the agreement.

    • Package Name: The agreement that the Member purchased.

             Note: Displayed within this column's last field is the total number of packages that are incorporated    
             in this Projections Report.

    • Sign Up Date: The date in which the Member package is contractually set to begin.

    • Expiration Date: The date in which the Member's package is contractually set to end.

    • Billing Duration: The frequency in which the Member is billed for their agreement.

    • Package Length: The total length of time over which the Member's package's term occurs.

    • Down Payment: The initial price that a Member paid upon purchasing their agreement. This column's combined payment total is displayed within the column's bottom field.

             Note: Down payments are an optional aspect of selling packages. If a package does not possess a
             down payment, then this field will appear as $0.00.

    • Fees: The additional price that a Member paid upon purchasing their agreement. This column's combined fee total is displayed within the column's bottom field.

             Note: Fees are an optional aspect of package creation. If the Member's package contains a one time    
             fee, then that value will appear here. If a package does not possess a fee, then this field will appear
             as $0.00.

    • Recurring Payment: The repeated price that the Member has agreed to pay toward their member services per each billing cycle. This column's combined payment total is displayed within the column's bottom field.

             Note: If the Member's package contains a recurring fee, then that value will be incorporated into  
             this field's figure.

    • Date Range Total Projected: The total price that the Member is expected to pay toward their package. This column's combined projection total is displayed within the column's bottom field.

    • Date Range Contractual: The residual cost of the Member's package that the Member has yet to be charged for and, therefore, remains unpaid. This column's combined contractual total is displayed within the column's bottom field.

    • Date Range Auto-Renew: The total cost of the Member's auto-renew invoice. This column's combined auto-renew total is displayed within the column's bottom field.

             Note: If a Member's package did not auto-renew within the report's date range, then this figure will
             appear as $0.00. Auto-Renew costs are not paid upon the Member's initial package purchase and
             are, instead, only charged once the Member's package has actually auto-renewed.

    • Pending Collection: The total amount of overdue payment that the club has yet to obtain from the Member. (Example: down payments, delinquent invoices, chargebacks, etc.) This column's combined collection total is displayed within the column's bottom field.

             Note: A Member can not be newly billed if their club has neglected to collect that Member's past due
             payment.

    • Remaining Contractual Agreement Value: The package's current, remaining balance.

             Note: This figure reflects the package's entire, up-to-date, residual balance without regard to the
             report's cut-off date**

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