The Expected Revenue figures displayed on the Dashboard (for live sites only) can be calculated using the following formula:
(Payments of this month* - refunds of this month**) + ***subscription's next_billing_amount
*Payments of this month are calculated by navigating to Logs->Transactions->and use the filter Transaction date = this month
**Refunds of this month are calculated by navigating to Logs->Transactions->and use the filter Transaction Type is Refund and Transaction Date is This Month.
***Subscription’s Next Billing Amount= Navigate to the Subscriptions Page and use the filter Next Billing Date is between 1st to today and Status is Active.
Note: The calculation can also be configured to include trail_and_future_with_card = true For this, the calculation above shall also include subscriptions which are in trail and are going to be upgraded this month while it should have a card added on file. To do this, change the Subscription’s Next Billing Amount filter to include status - In Trail and Future and Payment Method Type is Card.