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What is the forecasted plan revenue report?
What is the forecasted plan revenue report?

As an admin, learn more about the forecasted plan revenue report

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

About this report

Overview

See the forecasted amount of revenue from the plans at your organization. This chart is based on your current plan subscriptions, and will update based on plan subscriptions that are scheduled to begin or end in the future. Get more granular by filtering by date range, frequency, primary location, and revenue. Hover over the line to see the monetary forecasted revenue for the given time period.

Interacting with the report

You can interact with the report in two ways:

1. Filter the report to get more granular with the data. The filters are located above the report and allow you to customize the date range, frequency, primary location, and revenue.

2. Hover over the report to see exact numbers. For this report, hovering over the line chart allows you to see the exact forecasted revenue for each given date on the x-axis.

Exporting the report

To export the report, you can click the Export button at the top right of the report and select from either an XLS file or a CSV file. Once you select an option, the report will download immediately to your computer.


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