Docs Analytics for WooCommerce Subscriptions Upcoming Revenue and Forecast

Upcoming Revenue and Forecast

The Upcoming Revenue tab looks forward instead of back. It lists the renewals already scheduled on your subscriptions, and adds a forecast of how much of that money you can realistically expect to collect.

This is a projection of renewals already on the schedule — not a revenue target. It does not model new customers. Read What the forecast assumes below before quoting these numbers to anyone.

Find it at WooCommerce → Analytics → Subscription Report, on the Upcoming Revenue tab.

Choosing the range

At the top of the tab, pick a range with the Next 7 Days, Next 30 Days, Next Month or Next 12 Months buttons, or set your own dates with the Custom: date picker. The summary cards, chart and table all follow the selected range.

The forecast card is the one exception. It always covers the next 30 days, whatever range you pick for the rest of the tab. The range buttons are not broken — they simply do not apply to that card.

Summary metrics

MetricWhat it means
Renewal IncomeThe sum of all upcoming renewal orders — items, fees, tax and shipping — scheduled in the range.
Renewal OrdersThe number of upcoming renewal orders scheduled in the range.
Average Renewal AmountRenewal Income divided by Renewal Orders.

These figures come from each subscription’s own next-payment schedule, so they reflect what WooCommerce Subscriptions will actually attempt to charge. They are gross collections, including tax and shipping — not revenue net of tax.

What the forecast assumes

These assumptions are deliberate, and they are what make the number auditable. Read them before treating the figure as expected revenue.

AssumptionDetail
No new subscriptions are modelledThe forecast counts only renewals already scheduled on existing subscriptions. Signups you expect to win during the window contribute nothing. On a growing store the real figure will be higher.
No upgrades, downgrades or switches are modelledA subscription that changes plan during the window is counted at its current recurring amount.
Which subscriptions are includedOpen subscriptions with a scheduled next payment in the window — status active or on-hold. Subscriptions set to pending cancellation are excluded, because that money is not expected.
Amounts include tax and shippingThis is a gross-collections figure, not a revenue figure.
Success rate lookbackRenewal history from the last 6 months, grouped by month. Months with no renewal attempts are ignored.
What counts as a successful renewalA renewal order now sitting in completed or processing. A renewal that failed and then succeeded on retry counts as a success — each order is judged on the status it holds now.
What counts as a failureA renewal order still in failed. Cancelled and pending renewal orders are not counted either way.
The Overview tab’s Renewal Success Rate is calculated differently from this one — it uses a wider set of statuses on both sides of the fraction. The two cards will not always agree. See Metric Definitions for both formulas side by side.

The forecast card

FigureWhat it means
Expected to collectScheduled revenue multiplied by your historical renewal success rate, shown with a low-to-high range.
ScheduledThe gross amount due in the window, plus how many renewals that is.
At riskThe portion of that scheduled revenue owed by subscriptions the Churn Risk report has scored as high risk.

The card states what it used — for example Based on a 94.2% renewal success rate over the last 6 months. The range around the expected figure reflects how much that success rate has varied month to month: a steady store gets a narrow range, a volatile one a wide range.

The range is one standard deviation of your monthly success rate. It is a measure of volatility, not a probability and not a confidence interval, and should never be described as one.

Two special cases are called out on the card itself:

  • No renewal history yet — the forecast assumes every scheduled renewal is collected, and tells you to treat the number as a ceiling rather than a forecast.
  • Fewer than 2 months of usable history — no range is offered at all, because a single month’s variation would dominate it. With fewer than 3 months the card warns that the range is wide.

The forecast is cached for about 15 minutes, so a change to a subscription may take a few minutes to appear.

The chart and table

The Recurring Revenue chart plots scheduled renewals across the selected range. Hover a point to see what is due that day, change the interval (day, week, month or year), and switch between line and bar views.

Below the chart, the Recurring Revenue By Date table lists each upcoming date with its renewal income, renewal orders and average amount. Export it with Download.

AI forecast summary

If AI Insights is enabled, a Forecast panel appears under the card and writes the forecast up in plain language. It receives only the numbers already shown on the card — the horizon in days, your currency, the scheduled and expected amounts, the success rate, how many months it is based on, and the at-risk totals. No customer data is sent. See AI Features.

The written summary inherits every assumption above — it can only describe the figure it is given, so the same caveats apply to its wording.

Pair this tab with Churn Risk. The at-risk figure here tells you how much money is exposed; the Churn Risk tab tells you which subscribers to contact about it.

Troubleshooting

ProblemWhat to check
The tab shows zeroNo subscription has a scheduled next payment inside the range. Widen the range, and check that your subscriptions are active rather than pending cancellation.
The forecast says "no renewal history" on a store with obvious renewalsThe lookback only sees the last 6 months, and only renewal orders linked by WooCommerce Subscriptions. Very new stores, or stores that have just migrated, will have nothing to measure.
Expected is far below scheduledYour historical renewal success rate is low. Check WooCommerce → Orders for renewal orders stuck in failed — each one drags the rate down until it is resolved.
The range buttons do not change the forecast cardExpected — the card always covers the next 30 days. The rest of the tab follows your range.
The numbers disagree with the Churn Risk tabChurn Risk scores pending-cancel subscriptions; this forecast excludes them. See the assumptions table above.
A change I just made has not appearedThe forecast is cached for around 15 minutes.