Feature Requests
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Non-cumulative income forecast report

Glenn Rowe shared this idea 4 years ago
Under Consideration

Currently when I look at my Income Forecast report it shows cumulative figures which is done by design because it is labelled that way. I am just uncertain what the point of it is. If it is just a straight income report (with no expenses) then show just the income for the given period and not the cumulative income amount. It is currently hard to tell what actual income is coming in for any given period.

This request is to create the option to have it cumulative or not.

Comments (9)

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1

Another interesting thought... Since an Income Statement shows the company's Revenues minus the company's Expenses, would this report not be more adequately named Revenue Forecast as it only takes into consideration the Revenue side of things and not the Expense side of things?

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Is very important to have a not cumulative income forecast. I ll try modify this or create a new one, is impossible to not have this!

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Rather than waste the time of the good folks at WHMCS when they have already given us the ability to do it ourselves, I created some new reports which can be obtained at http://GJinternetSolutions.com/home/downloads/10/Reports

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Although the reports in the comment above are a good starting point, it would still be good to have one more report... a true income report which takes into consideration ALL expenses and ALL revenue...

All Revenue:

  • Product Sales
  • Domain Registrations
  • Other Revenue Manually Entered

All Expenses:

  • Server Costs
  • Domain Registration Costs (Not currently used in calculations)
  • Cost of free domains given in hosting packages (Not currently used in calculations)
  • Product Costs (Not currently used in calculations but data available in system if using the Per Product Currency Setting and Markup Handling addon)
  • Other Expenses Manually Entered

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Product/domains are not currently calculated because there is no way as yet to add them.

WHMCS isnt meant to be an accounting software while it has many features that allow it to be used partly in that way, the data is supposed to be exported into a true accounting software where you would have implemented the information you need to generate such reports.

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I would like to add one suggestion however, the idea comes from the forums i was discussing with another member.

Add gateway costs/fees to the system, they are currently added but there is no report able to be generated for viewing the total costs for all your fees. maybe add the costs for the current month in line with the other metrics on the admin home page so we have an at a glance view.

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Any way to make something like a Quarterly income by product report? The report is fine but downloading 1 month at a time to make a spreadsheet is annoying.

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there should be a way to put how to $ domain / year / TLD cost in the calculation somewhere.

also the cost of dedicated server / rack / bandwidth somewhere as well

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Is there any update on this?