You may have requested your members continue their membership during this time. If so, you may want to know the amount of revenue you can expect in the near term, to help budget.
Keeping tabs on expected revenue can help with budgeting decisions
Keeping tabs on expected revenue can help with budgeting decisions
- Go to Dashboard
- Under Saved Reports, choose Financial
- Click Projected Earnings (this will show all earnings in the future)
- Select Edit Report
- Choose Add Criteria, set criteria to: Due Date, on or after, {enter begin date}
- Choose Add Criteria, set criteria to: Due Date, on or before, {enter end date}
- Refresh
- Scroll to the bottom of the report to view totals