How to Create a Revenue Projection Report

The Revenue Projection report lets you view detailed information about a selected fund's future revenue based on the installment schedules for current active pledges. The report provides five years of projected revenue activity as of the month you specify in the current year.

To create a Revenue Project report, complete the following:

1. If you manage several organizations, select the desired organization from the Organization list.
2. Click to display the Offering Reports page.
3. Select Pledges > Revenue Projection to display the report setup.
4. On the Funds tab in the right panel, select the fund whose revenue you want to forecast.

The Funds grid lists only the funds you have permission to access.

5. Click Next to advance to the Options tab.
6. On the Options tab, do the following:

1. In the Starting Month dropdown list, select the start month. This is the month from which you want to begin projecting the fund's future revenue.
2. In the Sub Reports section, two sub-report options are selected by default.

• Non-Performing Pledges: shows the total amount pledged that is not included in the forecast due to non-payment.
• Non-Forecastable Pledges: shows total amount pledged that cannot be included in the forecast due to insufficient data in the fund's pledge records.

If you want to include a sub-report in the output, leave its checkbox selected. Otherwise, deselect the checkbox for the sub-report you want to exclude.

7. Do one of the following:

• Click to create and download a .csv file of the report to your computer.
• Click to create and download a .pdf file of the report to your computer.

The report shows five years of projected revenue activity as of the start month in the current year you selected. The report also shows a total dollar amount for contributions already received and a total dollar amount of revenue projected five years into the future.

Data is projected on a monthly, quarterly, and annual basis, which enables users to make direct period-by-period comparisons (for example, a fund’s projected giving for 1st quarter 2019 with its projected giving for 1st quarter 2022).

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