1. Home
  2. Knowledge Base
  3. Reports
  4. Generate a Revenue Forecast

Generate a Revenue Forecast

If you want to generate a Revenue Forecast that shows revenue by customer and can be filtered by customer/ timeframe, and billing type, click the “Reports” tab.

 

 

Then click “Revenue Forecast

 

 

 

Next, select the date range, customers, crew, and service you want on the report.

 

 

blank

 

Then you will be able to export an excel or CSV file or print the report.

 

 

blank
Updated on July 27, 2021

Was this article helpful?

Related Articles