How to account for your monthly membership revenue
This report is helpful for forecasting and to see your anticipated revenue by calendar month.
To find this report, head to Settings > Membership Reports > Projected Revenue by Month. On this report the main information you'll see is:
Membership Number - This is the membership number given by Trybe when a new member is created. You can click on the membership number to take you to the Members profile.
Customer Name - This is the full name of the Member as created in the Client Profile
Membership Type - Type of Membership the customer has signed up to and (Rate Amount)
Days Remaining - Number of days remaining within the Membership period i.e. from the date the report is set to until the date of expiry. If a membership does not have an end date this will cap at 365 (or 366 if it's a leap year)
Net Remaining Balance - Remaining balance between the date the report is set to and the expiry date of the membership
Monthly Breakdown - the monthly rate is divided by number of that days in that month and multiplied by the number of days the membership is active for
All values are NET. You can get the Gross values by selecting 'Export' to download the report to a CSV file. This can be opened up in Excel.