Expected Revenue Tracking

Hi Team

Expected Revenue Tracking – Pipeline Tracking

Our business is currently using spreadsheets to track the following:

Adviser Meetings and Outcomes

1. Client Meetings
2. Adviser Meeting Types (examples: Review, Ad-Hoc, SOA presentation meeting etc)
3. Adviser Outcomes (examples: no change, SOA, ROA, proceed in full, proceed in part, not proceeding)

Expected Revenue Matrics

4. Expected initial one-off upfront fee for service fee $
5. Expected one-off implementation fee $
6. Expected Initial one-off Risk insurance commission $
7. Expected ongoing adviser service fee $ /pa
8. Expected ongoing risk insurance commission $ /pa

We currently reconcile these revenue metrics (points 4–8) using Revex as our revenue payment system (previously using CommPay). How can XPLAN help us to manage:

• Revenue Tracking Automation
• Pipeline tracking
• Reporting to provide:
  • Expected initial revenue vs Received initial revenue
  • Expected ongoing revenue vs received Ongoing Revenue