new
Advanced
Reporting
Projected Revenue report
We just released a new revenue report for Advanced companies!
The Projected Revenue report allows users to quickly see what the upcoming month or (next 30 days) looks like based on currently scheduled inspections. Check it out here or by going to Reports / Revenue Reports / Projected Revenue
Choose whether you want to view the projected numbers for Next Month or specifically the Next 30 days. By default the inspections are filtered to include both Paid and Unpaid information as well as both Confirmed and Unconfirmed but these can be adjusted as needed. Cancelled and/or deleted inspections are not included in the information on this report.
The report table includes a line for the Projected Revenue and a line for the Actual Revenue from the same time period last year.
NOTE:
It is important to understand that the Actual Revenue line information is not affected by the status filters of paid or confirmation and only considers inspections that are marked as paid.