Monthly Revenue Insights

Monthly Revenue Insights allows you to visualize your monthly revenue for the last 12 months. Your monthly revenue consists of payments made to you from memberships, packages, event and appointment registrations, and store item purchases. It is important to note that membership payments with a billing cycle of longer than one month are amortized. For example, an annual membership payment of $1,200 made in January will be split into $100 and added to each month's revenue for that given year.

Additionally, you can dive into who and what contributed to each month's revenue both on the chart as well as in the table below the chart. The monthly revenue is broken down into the following segments:

1. Existing Revenue: This is revenue from clients that also contributed to your revenue the previous month. For example, if a client paid you $50 in September and $80 in October, their existing revenue in October would be $50. The additional $30 is considered "Upgrade" revenue.
2. Upgrade Revenue: This is the revenue that a client paid in excess of their previous month's payments. It is an additional revenue over the "Existing" revenue as described above
3. Downgrade Revenue: This is the revenue that a client paid less than their previous month's payments. For example, if a client paid you $50 in September and $30 in October, their existing revenue in October would be $30. The downgrade revenue would be -$20 as they paid you $20 less in Oct compared to Sep.
4. New Revenue: This is revenue from all new clients for that month.
5. Reactivation Revenue: This is revenue from a past client that begins to pay you again after taking a break for a month or more. For example, if you had a client pay you $50 in August and nothing in Sep, they would show up as "Churn" revenue in Sep. However, if they return in Oct and pay you $30, this would be "Reactivation" revenue of $30.
6. Churn Revenue: This is the revenue a client who has paid you in the past month is no longer paying in the current month.

Tapping on any of the bars in the chart will highlight the month in the table below. Tapping on any of the cells in the table will take you to a page that shows you the clients, their revenue, and the activity that contributed to that revenue segment.

Breaking down the revenue into these segments will help provide insights as to who your loyal clients are, and who is in danger of churning.

We are working to provide you with more insights into your business. Please join our Facebook group and connect with other OfferingTree users to share questions, offer ideas and insights, and support each other toward a thriving wellness business.