If you want to generate a Revenue Forecast that shows revenue by customer and can be filtered by date range, customer, property, crew, employee and service, click Reports in the left menu.
In the Revenue Reports section, click Revenue Forecast.
Next, select the date range, customer, property, crew, employee and service you want on the report.
(Note: It shows the current year to date by default)
Use the Export dropdown to download an Excel or CSV file, or Download / Print to download a PDF or print it.
