35 STEPS
1. This tutorial reviews how to use the Spend Forecast feature for Competitions.
Spend Forecast allows you to forecast how much will be spent on game fees for a competition ahead of time, using the Group By and Chart functions of the interactive menu.
2. To start, click Competitions
3. Click the magnifying glass next to the Competition of interest. For this example, we will use The Lexington Cup.
4. Click Spend Forecast
5. The primary report is displayed, showing roles and fees for each match, plus additional columns.
Let's first review the Group By function within the interactive menu to get a total of game fees by match role.
Click Actions.
6. Click Group By
7. In the pop-up window, click Group By Column to expand the dropdown.
8. For this example, we are grouping fees by match role. Click Role.
If you want to group fees by other items, such as home team or club, schedule or age group, you can select those. You can also add other items to create nested groups.
9. Under Functions, click Select Function to expand the dropdown.
10. For this example, we are interested in the sum of the game fees by match role. Click Sum.
11. Click Select Column to expand the dropdown.
12. Click Game Fee
13. Label can be left blank. Format Mask will auto-populate, so can also be left blank.
Move the Sum toggle to the right.
14. Click Apply
15. Each match role is listed, with the sum of game fees entered for each match role, and a total across all match roles.
16. If you prefer to see these grouping and sums as a chart, the interactive menu has that option.
Click the View Report icon to return to the primary report.
17. Click Actions.
18. Click Chart
19. Click Select Column under Label to expand the dropdown. Our selection will add labels to the bar chart on the x-axis.
20. Since we want a label for each match role in our bar chart, click Role.
21. Under Value, click Select Column to expand the dropdown. Value controls what value we see on the y-axis of the bar chart.
22. Since we want to see a sum of game fees for each bar in the chart, click Game Fee.
23. Click Function to expand the dropdown.
24. Click Sum
25. You can select various chart formats at the top. For this example, we will use a bar chart. You can also add other titles along the x-axis and y-axis.
Click Apply when finished.
26. Our bar chart now shows the sum of game fees for each match role. Hover your mouse over the bar to see the specific value.
27. Hover over AR1 to see that value.
28. Hover over AR2 to see that value.
29. Return to the View Group By report by clicking on the icon.
30. Click the View Report icon to return to the primary report.
31. Once post-game workflow is completed, you can see the actual spend by payee from the Competition page.
32. Click Cancel to return to the Competition.
33. In the region selector, click Spend
34. Invoiced and paid fees by payee, in addition to the total, will be displayed in the report.
If using Ref Insight Pay, the total amount of transaction fees will be displayed separately in the bottom section.
35. Thank you for watching the tutorial on using the Spend Forecast feature for Competitions.
