Projected revenue
I would like to look at my upcoming schedule (by day, by week, or a custom range), and see the projected revenue based on future visits. I own a lawn service/maintenance company, and we invoice our ...
Forum Discussion
Hi everyone! Thanks for the feedback - I'm the product manager of the Business Insights team so wanted to share my thoughts:
1. You can surface the value of visits in the Visits report. If you're having issues with selecting dates, try selecting your end date first, then select the start date. (It's not possible to select a start date after an end date).
2. You can also use the Visits report to return the value of unscheduled visits. Just select the 'Start within' filter, and change it to 'Unscheduled'
3. As BeesKnees mentioned there's an 'Upcoming job value' chart on the Insights dashboard that also returns the value of upcoming jobs. This is slightly different than the Visits report as it includes the value of Recurring, Fixed Price jobs. Currently it only has pre-set date ranges, but we have been adding custom date ranges to several of the Insights charts, and it's great feedback to support a custom range on this chart too!