What the figures mean

Most disagreements about a number are disagreements about a definition. These are the ones that matter, including the cases where a figure on screen is not what it appears to be.

Contracted and collected

Contracted is what was sold: the agreed value of deals marked won in the window, taken from your CRM.

Collected is money that arrived — payments that settled, minus refunds. Failed and disputed payments count as zero rather than being quietly dropped.

They answer different questions and they rarely match. A deal sold on Monday and paid in three instalments is one contracted figure and three collected ones, spread across months.

When collected is not cash

If you have no payment processor connected, collected revenue is not observed cash.

With a CRM but no processor, Bunk3r has no record of money arriving — so each won deal is counted at its full contracted value, dated when it was marked won. Without this the Revenue tab would read zero for a company selling every day, which is worse. But it is the CRM's account of what was sold, not what was banked.

What that figure cannot know:

A card that was declined. On one floor with a processor, that was $31,140 in a month.
A refund after the fact — $1,691 on the same floor, in the same month.
An instalment that has not been paid yet. A deal sold at $12,000 over twelve months shows as $12,000 the day it is marked won.

Connect a processor and this corrects itself: real settlement replaces the CRM's account of it, and the mirrored rows are removed rather than added to. Ask your assistant “what does collected mean for us?” and it will tell you which of the two you are looking at.

Deals dated in the future

A deal marked won with a date ahead of today counts from the moment it is marked, so a window containing that date includes it. This is usually somebody entering a start date rather than a close date — and it is the single most common reason a total reads higher than the operator expects.

These are flagged wherever they appear. Ask “are any deals dated in the future?” and you will get the list and the amount.

Which statuses count as won

Your CRM's own vocabulary decides. A floor using “Signed Up”, “Balance Owed” and “Paid in Full” can count all three as won, or only some — it is configured per organization, and every revenue figure follows it.

Worth checking if a total looks wrong: a status that should not count as a sale, but does, moves every figure downstream of it.

Timezones and weeks

Every window is resolved in your organization's timezone, with your week start. “Today” means today on the floor, which is why a figure can differ from one you calculated somewhere else — a payment at 9pm in New York is the next day in London.

For an agency, each floor keeps its own calendar and roll-ups count each one as that company would. The spans are close but not identical, which is stated rather than smoothed over.

Cash nobody is credited for

Commissions can be lower than collected revenue for three reasons, and each is reported separately rather than folded into the total:

Payments that reached no won deal — cash arrived, nothing to attribute it to.
Deals with no closer recorded — the money is real, the person is missing.
Deals with no commission rate — excluded entirely, because a guess at a rate is worse than a gap.

Ask “why don't commissions match collected revenue?” and these are what you get back.

Ad spend and revenue

Spend and revenue in the same window are two figures from one period — not a return on that spend. Most revenue collected this month came from leads bought earlier, and most leads bought this month have not closed yet. A ratio of the two is a useful trend and a bad attribution claim, and an assistant reporting one should say so.

Next: connect an assistant and ask it about any of this.

Something here wrong or missing? Tell us — these pages are part of the product.