Estimated Revenue is presented in various ways within the Lender Analytics.
Estimated Revenue by Month is offered at the book, bank account, and period level. You can find this analytic on the summary tab and on the bank statement information tab.
There are several other ways to calculate estimated revenue:
Deposits Not Included in Estimated Revenue, Estimated Revenue Calculation Transactions by Month, and Estimated Revenue Transactions analytics are all available at the bank account level.
The Estimated Revenue Calculation Transactions analytic is also available at the period level.
All of these terms are defined within the Lender Analytics Guide.
For help with viewing the different types of estimated revenue and other key analytics we provide, please see our documentation on How to Decipher Lender Analytics Excel Output.
If you see transactions that you would include or exclude from revenue, please send us the book ID, transaction date/description/amount, and how you would like to categorize it at firstname.lastname@example.org.
For more information, please see our documentation on How to Make Custom Updates to Lender Analytics.