Revenue Estimate - Report

A Revenue Estimate Report gives you a quick, helpful snapshot of your expected income over a chosen period. It uses upcoming bookings, scheduled services, or projected sales to estimate how much revenue you’re likely to generate. This helps you plan ahead, manage resources, and make informed business decisions by giving you a forward‑looking view of your anticipated earnings.

The figures shown in this report are estimates only for your reference and not to be used in accounting records.

To access the Revenue Estimate Report, go to Reports > Financials > Revenue Estimate

Using the date pickers, select the date range you wish to view transactions for.

From this page, you can quickly view all key details at a glance, including:

• Dates - by day
• Area Types - depending on you systems configurations
• Extras - all types grouped together
• Orders - including retail sales and packages
• Adjustments - customer & booking adjustments
• Donations - received
• Total - per day

  

• Totals - for date selection per column

  

• Total - overall total for date period selected   

  

If you have multiple sites, the report allows you to filter by location. Click the blue filter button in the top-right corner, then use the 'Select Location' dropdown that appears.

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

For more Information

On setting up Area Types view - Area Types
On how to set up Donations view - Donations & Donation Amounts