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How to Use the Projection Report

The Projection Report provides comprehensive insights into scheduled recurring charges and their projected occurrence dates. This detailed forecasting tool helps you plan and anticipate future revenue streams by analyzing projected recurring billing performance.

Important: The report is only as accurate as your first rebill. So, if your first rebill hits in 15 days, the report is only accurate for the next 15 days as signups from today or in the future cannot be predicted and will not be taken into consideration when reporting projected rebills for day 16 and on.

Step 1: Access the Projection Report

  1. Go to Reports.

  2. Select Projection from the Reports dropdown menu.

Access the Projection Report

Step 2: Configure Report Filters

  1. Select the Campaign(s) that you want to query from the dropdown menu.

  2. Choose the Processor(s) you want to include in your analysis.

  3. Set your desired Start Date and End Date using the date picker controls.

  4. Click Search to generate the report with your selected criteria.

Projection report filter interface
Tip: The date range for projection reports is limited to future dates (starting from today) and can extend up to 3 months into the future. This ensures the projections are based on current data and realistic expectations.

Step 3: Review Results and Charts

  1. There are two graphs that represent the Actual recurring vs. Projected recurrings.

  2. The left graph represents the Projected recurring activity and projected refunds.

  3. The graph on the right represents the Actual (current) recurring activity and actual refunds.

  4. Review the comprehensive projection data table below the charts.

Review Results and Charts

Step 4: Understanding the Projection Table

  1. The table shows the number of Projected Recurring charges that are scheduled to run.

  2. View Projected Approved, Projected Refunds, and Projected Settled numbers.

  3. These projections are calculated based on historical transaction data and approval ratios.

  4. Only Projected Recurring counts are hyperlinked and will display detailed data when clicked.

Projection table with metrics
Note: The projection calculations are based on historical performance. For example, if your approval ratio is about 65%, then only 65% of the projected recurrings are going to be accounted for in the Projected Approved column.

Step 5: View Detailed Transaction Data

  1. Click the hyperlinked Projected Recurring numbers in the results table.

  2. A popup modal will appear with all the transactions under that category.

  3. Review the detailed transaction information including customer details and billing information.

  4. All data within the popup window can be exported via a CSV file for external analysis.

Detailed transaction data modal

Understanding Report Terms

  • Projected Recurrings: The number of recurring transactions that are scheduled to run, but haven't been processed yet.

  • Projected Approved: The number of recurring transactions that are projected to be approved based on transaction history.

  • Projected Refunds: The number of recurring transactions that are projected to be refunded based on transaction history.

  • Projected Settled: The number of recurring transactions approved minus all refunds.

Important: Each projection metric includes both the count (#) and dollar amount ($) columns, providing comprehensive insights into both transaction volume and revenue projections.

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