Modified: 2018/08/28 13:55 by EricCrocker - Uncategorized

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Report: Revenue Projection

The revenue projection report provides details related to Contracts entered into the system and the current status of the projected Billing for the next three months.

This report is launched from the Reports window.

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Common

Please be sure to review the Reports page for common functionality shared by the majority of our reports.

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Criteria

• Period
  • Today (Default)
  • Custom

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Columns

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Standard

• Station - See Station.
• Sales Person - See SalesPerson.
• Customer - See Customer.
• GE$ MM'YY - Gross Effective Month and Year.

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Additional

• Agency - See Agency.
• Avail Type - See AvailType.
• Billing Type - See Billing.
• Contract # - Contract number.
• Contract/Line # - Contract number and line.
• G$ MM'YY - Gross Amount Month and Year.
• G$ Total - Gross Total Gross money as entered before any and all adjustments of the three columns. (cancelations, rate change, trash, cancel, split, reschedule)
• GE$ Total - Gross Efective Total. Gross money after any and all adjustments for the three columns.

(cancelations, rate change, trash, cancel, split, reschedule)

• GX$ MM'YY - Gross Canceled/Trashed Amount Month and Year.
• GX$ Total - Gross Canceled/Trashed Amount Total.
• N$ MM'YY - Net Money. Month and Year Net money before any and all adjustments.

(cancelations, rate change, trash, cancel, split, reschedule)

• N$ Total - Net Total. Net money after any and all adjustments for the three columns.

(cancelations, rate change, trash, cancel, split, reschedule)

• NE$ MM'YY - Net Effective Month and Year. Net money after any and all adjustments.

(cancelations, rate change, trash, cancel, split, reschedule)

• NE$ Total - Net Effective Total. Net money after any and all adjustments.

(cancelations, rate change, trash, cancel, split, reschedule)

• NX$ MM'YY - Net Canceled/Trashed Amount Month and Year.
• NX$ Total - Net Canceled/Trashed Amount Total.
• Postal - See Customer.
• Primary Conflict - See Conflict.
• Product - See Contract.
• Revenue Source - See RevenueSource.
• Revenue Type - See RevenueType.
• Sales % - See Contract.
• Secondary Conflict - See Conflict.
• State - See Customer.
• U# MM'YY - Unit Count Month and Year.
• U# Total - Unit Count Total.
• UX# MM'YY - Unit Canceled/Trashed Count Month and Year.
• UX# Total - Unit Canceled/Trashed Count Total.

The Total columns will automatically added up the displayed column (of like type). If none of these columns are displayed, the Total column will display zero.

This window is MyViews enabled.

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Additional Information

• See Reports.