How do I view my revenue from the Annual Plans?
This feature provides a quick financial summary, helping offices track performance and subscriber trends at a glance.
- The Annual Plan Finances feature offers an overview of revenue generated from annual plan subscriptions. At the top, you'll see key metrics, including: Year-to-Date (YTD) Revenue: Total revenue collected from subscriptions since the start of the year. Monthly Revenue: Revenue generated from subscriptions within the current month. Subscriber Counts: A breakdown of active yearly and monthly subscribers.
- By selecting “Annual Subscribers” you will be directed to a detailed list of all individuals subscribed to the annual plan. This list provides key information about each subscriber, helping offices track and manage their subscription details efficiently.
- As you scroll down, you'll find a pie chart displaying the Year-to-Date (YTD) Total Annual Plan Revenue. Each colour in the chart represents a specific plan type—such as individual, couples, family, senior individual, and senior couples—further categorized by yearly or monthly payment options.
- The Revenue by Plan Type feature provides a breakdown of the monthly revenue generated by each type of annual plan. This helps offices identify which plans are contributing the most to overall income, making it easier to analyze financial performance and strategize for growth.
- The Number of Subscribers feature offers a detailed breakdown of the monthly subscriber count, categorized by plan type. This data provides insight into the distribution and popularity of each plan, enabling offices to track trends and optimize their offerings.
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