5-Year Revenue

5-Year Revenue

A 5-Year Revenue projection is available for each policy that has a comp plan linked to it.  Revenue is projected for the the next 5 years using the current date.  Calculations are displayed annually and by policy mode.


5-Year Revenue Projection

  1. Go to the Main Menu.
  2. Click a policy number.
  3. Click 5-Year Revenue.
  4. Click YEARLY or DETAILS.



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