Calculation logic for expected revenue figure on the dashboard

Modified on: Tue, 9 Mar, 2021 at 3:44 PM


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.



B
Bhaskar is the author of this solution article.

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