Forecasting in Jobber Feels Impossible — What Are Other Companies Doing?
Has anyone figured out a solid way to forecast monthly, quarterly, and yearly revenue inside Jobber?
Ever since switching to Jobber, we’ve felt completely in the dark when it comes to forecasting and planning. We base a lot of our company goals around projected monthly, quarterly, and yearly revenue, but the reporting tools seem heavily focused on completed work only — not future scheduled work.
We’ve tried:
- Pulling Visits reports (not very accurate for forecasting revenue)
- Separating recurring vs one-off work (also not very accurate)
- Looking through Insights/dashboard reports
But we still can’t get a clear picture of:
- Forecasted revenue
- Upcoming scheduled revenue
- Total jobs scheduled for future months/quarters
- Number of jobs completed vs upcoming
- How many jobs we’re actually doing each month
Ideally, we’d love to see:
- Revenue projections based on scheduled visits/jobs
- Monthly/quarterly/yearly forecasting
- Scheduled vs unscheduled work totals
- Job counts by month
- A future-facing reporting dashboard
Right now it feels like all the reports only show historical/completed numbers, which makes planning really frustrating.
What are other companies doing for forecasting inside Jobber? Are you using a workaround, exporting reports to spreadsheets, integrating with another software, or using a marketplace app?
Would really appreciate hearing how others are handling this because we can’t be the only company struggling with this.
