The Revenue View is one of three Finance Module Views. You can access the Revenue View from the Nav Bar under the Finances dropdown or, within the Finance Module, by using quick link in the Finance Title Bar.
The Revenue View allows you to enter and view past actual revenue as well as future forecasted revenue for your coaching business. Revenue is divided into two categories: Athlete Revenue and Other Revenue.
Upon creating a budget, Revenue rows are created for each athlete active during the budget year as well as for all Other Revenue categories. If athletes are added during or prior to a created budget year, their Revenue rows will be added to the budget at that time.
Athlete Revenue rows are automatically populated upon creating a budget or upon adding an athlete, if the athletes’ fee rates and schedules have been added.
If you want to edit or update a Revenue row, you can do so in one of two ways:
- Manually input the revenue within the month for the appropriate Athlete or Revenue category.
- For an Athlete or Revenue category, enter:
- The fee (Athlete Revenue) or revenue (Other Revenue) rate
- The schedule on which the rate is payable (Monthly, Quarterly, Semi-Annually, or Annually)
- And the months in which the fee or revenue is earned (for Quarterly, Semi-Annual, or Annual schedules)
Note that entering a fee or revenue rate and schedule will overwrite any existing values in that Athlete Revenue or Revenue category row.
Be sure to save the budget after making your edits and/or updates.