Income Forecast Reporting

Income Forecast Reporting

Understanding the Forecasting Report

The Forecasting report provides a projection of expected billing, services, and client counts based on the appointments that are already scheduled within the selected date range and for the chosen provider(s). Rather than predicting future demand or estimating trends, this report calculates totals using the services/CPT codes and pricing tied to existing appointments on the calendar.


Step 1: Go to Reporting from the main menu. 


Step 2: Click the Forecasting tab. 


Step 3: To generate the report, first, adjust the date range, select a professional, set the time interval, and then click on Run Report.


Step 4: After running the report, you'll see the forecasted data, which includes:
  1. Date
  2. Billing amount
  3. Number of services
  4. Number of appointments (and missed appointments)
  5. Number of clients
  6. Number of appointments per service


Step 5: (OPTIONAL) You'll have a choice to export it into CSV by clicking the Download As CSV.