Revenue Projection

Revenue Projection

The Revenue Projection report projects revenue over a specific period by year and month on Active policies. Revenue is also included from Termed policies while they were active.  Only policies with a comp plan linked to them are included in the report.

Click the attachment below for a sample Revenue Projection report.

Report Parameters

  1. Name
  2. Comp Plan Type - Pct of Premium, Medicare Advantage, Fee, Target Premium or Graded
  3. Primary Field - Individual Client, Group Client, Worksite Client, Agent, Carrier, Product, Type
  4. Secondary Field - All or specific item from Primary Field
  5. Start Date
  6. End Date - results available up to 10 years.

Report Results 




Add

  1. Go tothe  Main Menu.
  2. Click Reports – Revenue Projection.
  3. Click ADD REPORT.
  4. Enter a report name.
  5. Select a Comp Plan.
  6. Select a Primary Field.
  7. Select a Secondary Field.
  8. Enter Start Date.
  9. Enter End Date.  A maximum of 10 years is available.
  10. Click SAVE.

Edit

  1. Go to the Main Menu.
  2. Click Reports – Revenue Projection.
  3. Click the box next to the report to edit.
  4. Click the edit icon  .
  5. Make changes.
  6. Click SAVE.

Duplicate

  1. Go to the Main Menu.
  2. Click Reports – Revenue Projection.
  3. Click the box next to the report to duplicate.  Only one report at a time can be duplicated.
  4. Click the duplicate icon .
  5. Make changes.
  6. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Reports – Revenue Projection.
  3. Click the box next to the reports to delete.
  4. Click the delete icon .
  5. Click CONTINUE.

Export

  1. Go to the Main Menu.
  2. Click Reports – Revenue Projection.
  3. Click the report name.
  4. Click the export icon .

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