ProSites & Membership - Financials Reporting

bynon Inactive
El Presidente
Friendly Neighbour
104
#760

ProSites and Membership are both recurring revenue modules, yet both are lacking any kind of tools to help us report current revenue or project future revenue. These are not just "nice to have" features, they are critical. In order to get this information today I would have to pull all transactions from payment processors, sort them by revenue source, then hand lookup length of membership, etc.

I'm looking at both modules now and don't even see a clear way to identify my customers. It's a nightmare situation for my bookkeeper (me!).

Can we please get (in both plugins) a standardized reporting tool that provides:

1. Sales for period (from, to)
2. New customers for period
3. Lost customers for period
4. Projected revenue (based on current subscriptions)
5. Projected revenue trend (based on signup/termination history for 30, 60 90 day period)
6. Revenue by product for period
7. Terminations by product for period

Thank you!

David

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