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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.





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



Updated on July 27, 2021

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