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Revenue Journal

8:14 am   |   July 23, 2020

Total Revenue      

Total IL Revenue   =   $000,000

Revenue Over Time      
IL Rev Selector

Total IL Revenue   |   YTD   =   $000,000

Total IL Revenue   |   Q1 2020   =   $000,000

Period Selector

Revenue Reports      
IL Rev Detailed Report

Revenue Reports

Total IL Revenue   |   Summary   |   July 2020   =   $000,000

UNIT # UNIT TYPE FIRST NAME LAST NAME ONE-TIME ANNUAL RENT   MONTHLY POS AMT DUE
321 2 BR Dennis Dubay $1,500.00 $600.00 $6,495.00 $25.00 $239.60 $8,859.60
122 1 BR C/P James Rowan $0.00 $0.00 $5,495.00 $300.00 $85.00 $5,880.00
Totals $0.00 $0.00 $5,495.00 $300.00 $85.00 $5,880.00

Total IL Revenue   |   Detail   |   July 2020   =   $000,000

Dennis Dubay

Unit 321   |   Two Bedroom   |   Independent Living   |   Admission Date: 08/06/2019
EFF DATE CATEGORY DESCRIPTION QTY AMOUNT EXT AMT AMT DUE
07/01/20 One-Time Fees Community Fee 1 $1,500.00 $1,500.00 $1,500.00
07/01/20 Base Rent Room & Board | July 2020 1 $6,495.00 $6,495.00 $6,495.00
07/01/20 Annual Fees Pet Fee 1 $600.00 $600.00 $600.00
07/01/20 Monthly Fees Wine Storage 1 $25.00 $25.00 $25.00
07/12/20 POS Bar Sales – Wine 8 $3.00 $24.00 $24.00
07/18/20 POS Activities – Museum Trip 1 $30.00 $30.00 $30.00
07/22/20 POS Guest Meals 1 $50.00 $50.00 $50.00
Subtotal $8,859.60
07/23/20 Base Rent Prorated Refund | July 1-12, 2020 – $2,000.00
Total $6,859.60

James Rowan

Unit 122   |   One Bedroom C/P   |   Independent Living   |   Admission Date: 04/22/2019
EFF DATE CATEGORY DESCRIPTION QTY AMOUNT EXT AMT AMT DUE
07/01/20 Base Rent Room & Board | July 2020 1 $5,495.00 $5,495.00 $5,495.00
07/18/20 Monthly Fees Blood Pressure Management 1 $300.00 $300.00 $300.00
07/22/20 POS Guest Meals 2 $42.50 $85.00 $85.00
Subtotal $5,880.00
Total $5,880.00

Total Revenue   =   $000,000.00

Internal Notes for Team:

Total Revenue

  • Total and IL circles work as a simulation and should change the block instead of page.
  • When placing cursor over any bar, it should display the total like the example.

Revenue Over Time

  • Defaults to YTD
  • Swap to Quarter > Q1 > 2020
  • The graph data points will be shown by number of weeks, which will flex on both ends for the partial weeks contained in the quarter.

Revenue Reports

  • Defaults to no report showing.
  • Revenue Summary Report example shows with these specs:  Month > July > 2020 > Sort by Unit #
  • Revenue Detailed Report example shows with these specs:  Month > July > 2020 > Sort by Last Name
  • Care Type column removed.

To Do:

  • Add more entries to illustrate more detailed sorting options on reports
  • Connect correct report PDFs to the Print icons
  • Math calculations once entries are added