The report introduces a comparison between projected billing and current billing for client agreements. It provides better visibility into future revenue and helps identify potential gaps or growth opportunities before month-end or renewal periods. The report is an easy way to verify adjustments and ensure accuracy ahead of billing. To compare the existing to the new, the report looks at every line of an invoice and compares to any quantity or SKU change for the next invoice.  For a proposed new agreement, all revenue will be new revenue.

If you run the report right after the monthly invoicing, the change should be minor, but if you run the report right before the next billing cycle, you will be able to see the maximum amount of change.

• Improved financial forecasting.
• Early detection of billing anomalies.
• Simplified month-over-month revenue tracking.

The report can be filtered on:

1. Agreement Types - select one specific agreement type or all agreement types.

2. Date Offset - The report will look at only the current month for agreement invoices. If the last invoicing for recurring agreements was produced the previous month, set this filter to Prior Month. Current Month is the default. In this way, the filter can provide the ability for the program to know when the last recurring agreements were produced.

The next section of the report is the Summary section which looks at revenue and the changes in revenue.

1. Total Revenue - Last Invoiced: The value sums the Rev. - Current column
2. Projected Revenue - Next Month: Total revenue projected for the next recurring billing cycle
3. New Change in Revenue: Projected Revenue - Total Revenue
4. Increased Revenue (Existing): Positive change for existing SKUs
5. Lost Revenue (Decreased): Negative change for existing SKUs
6. Gained Revenue (New): New SKUs for projected revenue

The main body of the report lists all of the clients that have the Agreement Types selected in the filter. If a specific agreement type is not chosen in the filter, all agreement types will be displayed.

Drill into the Client to see the agreement name. Drill into the agreement name to see all of the SKUs.

The columns of the report:

1. Client Level  - Summary of the current revenue, projected new revenue and the change for one or more agreements per client.

2. Agreement Level - Adds the type of agreement, location, and number of line items  in addition to the revenue values for this agreement

3. SKU Line Level -  Adds the change of quantity  and the individual change in revenue for this line item.