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Basic

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The Income Event is a foundational building block for modeling revenue. It supports ongoing, amortized, and distributed income streams—letting you define a start date, end date, cadence, and amount to reflect how money flows into your business over time.

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You can connect income directly to a Project or Resource, making it ideal for production or capacity-based planning. This event also acts as an anchor for downstream events: other calculations, such as resource usage or staffing, can inherit timing from the income stream.

Example Usage


Let’s say you run a design agency and just signed a six-month contract worth $5,000 per month. Instead of manually entering each month’s income, you can use the Ongoing Income state to automatically repeat the $5,000 amount from August 1 to December 31.

Need to model a one-time $50,000 project payment that’s earned evenly across several months? Switch to the Amortized Income state. whatifi will calculate how many months that spans and spread the income accordingly — giving you clear visibility into monthly revenue, cash flow, and profitability.

Event States


Ongoing Income

This mode is used to model recurring revenue that happens on a fixed schedule — like monthly retainers, top-down subscription income, or project-based payments.

You define a start date, end date, cadence (e.g., weekly or monthly), and amount.

The value will repeat consistently on each interval for the full duration of the period.

Ideal for modeling predictable income streams with a clear timeline.

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Amortized Income

This mode spreads a single income amount evenly across a defined time range — like breaking up a $50,000 project payment over six months into equal installments. You provide a total value, cadence (e.g., monthly), and start date, and whatifi calculates how many periods to distribute it across.

Use this when you want predictable, even distribution of revenue over time. If you need to model irregular payments like milestone-based contracts or custom schedules, consider using the Contract Event instead.

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Distributed Transactions

IN DEVELOPMENT

You set a total amount, and then shape how it’s used over time using a custom curve — great for top down modeling revenue that ramps up or tapers off, like seasonal activity.

Click the EDIT DISTRIBUTION option to open the Distribution Editor.

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IN DEVELOPMENT

Event Properties


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Additional Resources