Revenue Summary

Please note that this is preliminary documentation and is subject to change.

Using the Revenue Summary Report.

The Campaign Revenue Summary report provides an overview of revenue for your Campaigns for the period chosen in the 'Range Selection' pane, for the Advisor allocated to work on that Campaign. Extra items which may have been defined as default Campaign charges, or individual Campaign charges, are also included in the report.

The Campaign Revenue Summary display consists of 3 panes - 1) The Campaign Selector pane, the Range Selection pane, and the Report pane.

The Campaign Selector pane displays a list of your current Campaigns, which can be grouped by Campaign Group, Campaign Type or Campaign Client. To quickly change the grouping, click on the appropriate tab at the bottom of the pane (note that your selection will be save across Scheduler sessions). To select a Campaign, click on it with the mouse - when a selection is made, the program will refresh the Report pane to display information relevant to the Campaign and Date Range selected.

The Range Selection pane displays a Calendar - you can select an appropriate range of dates for your Report by clicking on the first date you require, and while holding the right mouse button down, dragging across the calendar to select the end date you require. Once you've select a range of dates, the program will refresh the Report pane to display information relevant to the new range.

To display multiple calendars in the Range Selection pane, drag its borders to make it bigger. Another method of selecting your Date Range allows you to select a range of dates beyond the capability of the monthly calendar to display. To do this, click on the first date you wish with the mouse, to highlight it. Using the forward buttons at the top of the Calendar, scroll to the month and year you require (you can also achieve this by clicking on the Month/Year display at the top of the Calendar, and scrolling down through the popup that appears. Before you select the end date you require, press and hold the SHIFT Key - then select your end date for your range by clicking on it with the mouse. This date, and all intervening dates to your start date, will now be selected. Note that if you've chosen a very large date range, it may take the program a moment or two to collate and display the relevant Report.

The Report Pane displays a list of Advisors who have been allocated to work on the selected Campaign, along with how many hours they've been scheduled to work in the period, and how many actual hours have been worked by them on the Campaign for the period. Depending on how you've set you Revenue Charging Model and your Campaign Charging Model the program will calculate Revenue Summary for each Advisor, and a total for the Campaign, including and Extras and Setup charges.