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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)

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

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Updated on February 20, 2022

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