Scheduled Revenue Report

Follow

Scheduled revenue is a forward-looking estimate designed to help you plan your business—it should be used alongside actual revenue reports for a complete picture

Screenshot 2026-03-31 at 17.22.16.png

What is Scheduled Revenue?

Scheduled revenue is the expected future income from active memberships and add-ons, based on their billing schedules. 

It includes:

  • Recurring memberships (weekly, monthly, etc.) 
  • Active add-ons linked to memberships
  • Future recurring memberships

Does Scheduled Revenue guarantee payment?

No. Scheduled revenue is a forecast, not a guarantee.

Payments may fail due to:

  • Expired or invalid payment methods 
  • Insufficient funds 
  • Cancellations or pauses before billing 

What is included in Scheduled Revenue?

  1. Total Scheduled Revenue figure for period selected.
  2. Visualization of Scheduled Revenue by custom time-period.
  3. Option to download row level detail of the scheduled revenue. 

Data Included:

  • Active subscriptions with upcoming billing dates
  • Future recurring subscriptions yet to start (that have a start date)
  • Recurring add-ons tied to subscriptions

Not included:

  • Paused membership subscriptions
  • One-off purchases 
  • Drop-ins or Credit packs purchases
  • Failed or cancelled subscriptions 
  • Manual payments not yet scheduled
  • Joining fees on future recurring memberships 
  • Future memberships without at start date

How does the Scheduled Revenue report differ for tax exclusive businesses (US & Canada)?

The scheduled revenue report does not include Tax for these businesses. (The figures returned are Net Sales – Tax).

For businesses that are Tax Inclusive the Scheduled revenue report returns Revenue figures including Tax.

Who is able to view the report?

The Scheduled revenue report is available for Admins/Super Admins only.

How far into the future is revenue projected?

One year

How often is the data updated?

Scheduled revenue is updated daily to reflect:

  • New subscriptions  
  • Cancellations or pauses 
  • Changes to memberships or billing 

Are Discounts considered? 

Yes. Revenue figures do factor in discounts where applicable. 

Why does Scheduled Revenue change over time?

Your projected revenue may change because:

  • Members cancel or pause memberships 
  • New members sign up 
  • Billing dates shift 
  • Payment failures occur 

How accurate is Scheduled Revenue?

It is a useful planning tool, but not exact.

Accuracy depends on:

  • Member retention 
  • Payment success rates 
  • Business changes (pricing, promotions, churn) 

How should I use this report?

Use scheduled revenue to:

  • Forecast cash flow 
  • Plan staffing and resources 
  • Track business growth trends 
  • Identify potential revenue gaps 

Why is my Scheduled Revenue lower/higher than expected?

Common reasons include:

  • Recent cancellations or freezes 
  • Seasonal churn 
  • Promotions or discounts applied 
  • Billing timing differences 

Does this include failed payments?

No. Scheduled revenue assumes payments will succeed. 

What happens if a membership is cancelled mid-cycle?

Future scheduled revenue from that membership will be removed from projections once the cancellation is processed.

Was this article helpful?
0 out of 2 found this helpful