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How to View Expected Revenue for a Month (Beginner-Friendly Guide)

Learn how to easily view your expected revenue for months like January or February directly inside your Insights reports

Written by Ronny Christensen
Updated over 3 weeks ago

1. Go to Insights

From the dashboard homepage, scroll down until you see the section called Insights.

2. Open Reports

Click Reports to open your list of available financial and member reports.

3. Select “Revenue – Paying Members”

Find the report named Revenue – Paying Members.
This report shows all members who are currently paying or expected to pay.

4. Choose Your Time Period

At the top of the report, select the month or time period you want to view.
For example: January or February.

5. Open the Menu

Click the three dots (⋯) in the top-right corner of the report.

6. Check Aggregation Settings

Under Aggregation, make sure the correct option is selected (usually “Sum”).

7. Find the Total Expected Revenue

Look at the blue total column at the bottom.
This shows you the total expected income for the period you selected.

That’s it — you now have your monthly expected revenue!

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