Entering service charges revenue streams

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If you want to enter the number of customers you expect to sell your service to them, along with the price for each service, choose the service sales revenue stream model, and Upmetrics will calculate the totals automatically.

Keep in mind that how you define a 'customers' depends on what you sell. If you offer consulting engagements, collecting fees, service charges or fixed-price contracts or pallets of low-value materials. Do what makes sense for your business.

Adding a service charges revenue stream:


In your financial forecasting tool, Navigate to revenue tab and click on Add Revenue Stream button:


In the overlay that appears, Enter Revenue Stream title and click on Save & Next button :


Upmetrics gives you four ways to forecast revenue streams. You'll choose the type Service Charges when you set up a revenue stream by clicking the appropriate radio button.


Customers: Enter the number of customers of this service you think you'll sell. This can be either a constant amount per month or year, or varying amounts.

If you chose  Constant amount, enter the number of customers you forecast for each day, month, quarter or year:

Estimate and enter what will be the percentage change happen in Customers over time.

If you chose Varying amounts over time, enter the number of customers you forecast to sell your service to them in any months you prefer. Then click Next:


Price: Enter the amount you will charge for each customer of this service. You can enter a constant price, or varying prices over time:

Enter sales tax rate applied. Upmetrics will calculate your taxes and add them to the forecast automatically.


Refund: Unexpected refund risks involved with your service businesses if you are going to provide a refund to your customers, Let's enter how much refund rate do you estimate over revenue regenerated by Revenue Stream :


Start Date:  Indicate when the revenue for this service charges sales stream will begin. Click Save:

Editing or deleting a revenue stream:

To edit an existing revenue stream:


In the Revenue groups, click on the grid icon of the revenue stream you'd like to edit:


In the overlay that appears, To start editing the revenue stream, Click on edit button:


In the wizard that appears, You can click on any of the steps across the top that you wish to edit:


Make your desired changes, and click Next button to review each steps and then click on Save button.

To delete a revenue stream:


In the Revenue groups, click on the trash button on the revenue stream you'd like to delete:


Click Yes to confirm action:

Where does this entry appear in the financial statements?

Your revenue streams will be used to calculate the highlighted lines the Profit & Loss, Balance Sheet, and Cash Flow table shown below:

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