Income Forecast Reporting

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:
  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.



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