Forum Discussion
You're not the only one; there's a "Projected revenue" thread on here asking the same thing. Two workarounds that work today:
1. In Reports → Visits, set the date range to the future (next week, rest of month), filter to not completed, and total the price column. That's your scheduled revenue. Recurring visits are already generated into the future, so they show up.
2. Export that same report to CSV and pivot by week in a spreadsheet. If you add a column for "client start date" you also get churn visibility, which the dashboard never shows.
The limitation is that it only knows about scheduled visits, so one-off quotes in the pipeline aren't in it. Some people add approved-but-unscheduled quotes manually.
Separate question, since you're clearly digging into the reports: once you can see the revenue coming, do you also know which of those scheduled visits are actually profitable after drive time and labor? That's the gap I keep running into with the Visits export and I'm curious whether it matters to you as much as the forecast does.