Generating Income Forecast
To generate the income forecast:
- Open the Business Director submenu on the Navigation tree and select the Billing Manager.
- Open the Billing Manager submenu and select the Reports. The Reports dashboard appears on the screen.
- Click on the Forecast Income link at the Reports dashboard. The form for selecting parameters for the income forecast appears on the screen.
- Fill the form:
- Select the year you want to view the income forecast from the Year drop-down menu.
- You can narrow the forecast down to the particular Reseller. To this effect, click the Select button at the Reseller field (the list of all Resellers appears in the popup window). Select a Reseller from the list.
- You can also filter the income forecast down to the particular Hosting Plan type, or/and the service type (select from the Hosting plan type or/and the Service type menu(s) respectively)
- Finally, you can select the customers' state or/and country.
- Click the View button to generate the income forecast. The income forecast appears on the screen in a few seconds.
The Separate forecasts are generated for each month of the year selected. The current-year forecast covers the period starting from the current month and up to the end of the year.
The income forecast displays the following:
- Forecasted. The total amount to be received for all subscriptions that exist by the beginning of the forecast period. In other words, this is the amount you will receive if all of your customers will renew their existing subscriptions and pay for it.
- Billed. The total amount to be billed (Invoices and Debit Adjustments) to your customers.
- To be received. The total amount to be received during a given month.
- Received. The amount already received from customers (subscription fees paid).
To view the detailed monthly income forecast, click on the month name.
Monthly forecast, in its turn is generated per Customer, Reseller, per country, State, or service. Click on appropriate tab to view the specific income forecast.