Income Forecast Reporting
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:
- Date
- Billing amount
- Number of services
- Number of appointments (and missed appointments)
- Number of clients
- Number of appointments per service
Step 5: (OPTIONAL) You'll have a choice to export it into CSV by clicking the Download As CSV.
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