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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.

(Note: It shows the current year to date by default)




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




Updated on February 20, 2022

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