Viewing detailed financial reports: the Financials tab

To view your Financials and review differentiated and searchable financial reports, navigate to Workflow > Financials.

You will be presented with multiple sub-tabs which enable you to review your financial activity according to different criteria:

  • Summary:
    • Your total licensing activity per month.
    • Only distribution shares kept by your company are taken into account.
  • Program:
    • Your licensing activity grouped by content.
    • Content is grouped by catalog entry.
    • Only distribution shares kept by your company are taken into account.
  • Sales:
    • Your licensing activity grouped by member of your sales team.
    • Activity is grouped according to the Responsible person in the Contract Out (Rights section)/Offer or Contract (Workflow section).
    • Click on an entry’s name to see a detailed run-down by content.
    • Only distribution shares kept by your company are taken into account.
  • Licensor:
    • Your licensing activity grouped by licensor.
    • Activity is grouped according to the email address given in the Contractee email field in the Contract In (Rights section) for the given content.
    • Click on an entry’s name to see a detailed run-down sorted by content.
    • Only the licensor’s share is taken into account.
  • Licensee:
    • Your licensing activity grouped by licensee.
    • Activity is grouped according to the email address given in the Contractee email field in the Contract Out (Rights section)/Offer or Contract (Workflow section).
    • Click on an entry’s name to see a detailed run-down sorted by content.
    • The total amount is taken into account.
The Financials > Summary sub-tab

The Financials > Summary sub-tab

The Start date and End date for each sub-tab can be modified through the displayed filters, plus additional search boxes are available in some cases.

Each sub-tab displays the following columns:

  • Month/Name: Month or party to which the data in this line applies. In the Summary sub-tab, for an Offer or Contract/Contract Out to apply to a given month, the date in its Contract date field is decisive.
  • Forecast: Takes Offers with status Draft into account.
  • Close to Deal: Takes Offers with status Pending into account.
  • Agreed: Takes into account Contracts (Workflow section)/Contracts Out (Rights section) with status Draft or Pending.
  • Sold: Takes into account Contracts (Workflow section)/Contracts Out (Rights section) with status Active.
  • Total: Sums calculated according to different criteria for the given month or party:
    • Agreed+Sold: Amounts from the Agreed and Sold columns added together.
    • FC+CtoD+Agr+Sold: Amounts from the Forecast, Close to Deal, Agreed and Sold columns added together.
    • FC+CtoD+Agr+Sold (incl. Affil.) (not available in the Licensee sub-tab): if the Contractee is affiliated checkbox is ticked in the Contract In for the given content, the total amount is taken into account here, rather than just the share kept by your company (Summary, Program, Sales sub-tabs) or the licensor (Licensor sub-tab). This way, you can track the total amount kept within your affiliate network.
  • Invoiced: Takes into account any Invoice Instlalments from the Invoices tab with status Sent. When using the Summary sub-tab, be aware that the Invoice date for each Installment is relevant for allocation to a given month.
  • Cashed in: Takes into account any Invoice Installments from the Invoices tab with status Paid. When using the Summary sub-tab, be aware that the Paid on date for each Installment is relevant for allocation to a given month.
On each sub-tab, click the Export to Excel button to generate spreadsheet documents of all current data.
2017-05-19T10:24:16+00:00