Summary

The Future Revenue Estimator shows the revenue you can expect in a date range. It helps you predict how much revenue to expect.

The estimator counts only reservations that are not paid yet. Prepaid reservations do not show in estimates. Tax is included in the estimate when it applies to a reservation.

Use the estimator for future dates only. To see a transaction that is already checked out, use the Revenue by Date Report.

What This Does

Helpful Hints

• The estimator reports up to the current date and estimates 10 days out.
• The estimator uses existing future reservations. It counts the payment collected at checkout. If any of those reservations change or cancel, the estimate changes. Its accuracy depends on those changes.
• Run reports for small date ranges, such as one month at a time.

Important: You can only run the report up to 90 days into the future.

Where to Find It

1. Go to Left-hand Navigation: Reports & More » Reports » Future Revenue Estimator.
2. Enter the From and To date range.
3. Select the Location.
4. Select Generate Report.

Read the Future Revenue Estimator

The report has five parts: Reservations, Standing Reservations, Services, POS Items attached to reservations, and Subscriptions.

Under Reservations and Standing Reservations, you see the Reservation Type, # of Reservations, and Estimated Revenue. To see the reservations behind an Estimated Revenue figure, select the number of reservations.

You can also see the total number of Services scheduled in the date range and their Estimated Revenue. The fourth section shows POS Items attached to planned reservations. The last section shows the Estimated Revenue from upcoming Subscriptions in the date range.

Related Articles

• Revenue by Date Report Reference
• Legacy Revenue by Date Report Reference