The Future Revenue Estimator shows you the estimated revenue during a given date range. This can help you predict how much revenue you are expected to receive during a given date range.

The Estimator only takes into account reservations that have not been paid for yet. Prepaid reservations will not appear in estimates. Tax is included in the estimate, if applicable to a reservation. 

The Estimator should be used as an estimate for future dates only; any transaction that has already been checked out should be viewed in the Revenue by Date Report.

Helpful Hints

• The Future Revenue Estimator will report up until the current date and estimate 10 days out.
  
  
• Because the Future Revenue Estimator is calculated on existing future reservations, it accounts for the payment collected at checkout. If any of those reservations change or cancel, the estimation will change. Accuracy is based on those possible changes.
  
  
• We advise you only run reports for small date ranges, i.e. a month at a time.

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

Use the Future Revenue Estimator

1. Go to Left-Navigation: Reports & More » Reports » Future Revenue Estimator.
   
   

2. Enter the From and To date range.
   
   

3. Select the Location.
   
   

4. Click the Generate Report button.

Read the Future Revenue Estimator

The Future Revenue Estimator is broken up into five parts: Reservations, Standing Reservations, Services, POS Items attached to reservations, and Subscriptions.

Under Reservations and Standing Reservations, you'll see the Reservation Type, # of Reservations, and the Estimated Revenue. If you would like to see reservations associated with the Estimated Revenue figure, click the number of reservations to pull up the list of reservations.

You can also view the total number of Services scheduled within the date range along with the Estimated Revenue for those services. The fourth section is POS Items attached to planned reservations. The last section shows the Estimated Revenue from upcoming Subscriptions within the given date range.

Related Resources

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