Forecasting Report

Location: Reports > Business Analysis Reports

The Forecasting Report provides a projected view of future sales by combining booked appointment values with average sales data from the past 90 days. This helps estimate expected revenue for upcoming months.

You can select any future month and year to view forecasting predictions. This report can also be exported or printed at any time for easy sharing or record-keeping.

How It Works

When a future month is selected, the report display values based on:

• The total value of appointments already booked for that month
• An estimated value to help project earnings

Estimated values for packages, memberships, gifts, and other sales are calculated using the average of the last 90 days of transactions divided by three.

Table Breakdown

Each row represents an individual worker:

• Worker → Displays the worker’s first and last name
  
• Service Value Booked → Shows the estimated service value for that worker based on forecasting predictions

Important Note: Only active workers who have recorded service sales within the last 90 days will appear in this report.

Totals Section (Bottom of Report)

At the bottom of the table, you’ll see a full breakdown of projected values:

• Total Booked Value → Combined estimated service value from all workers
• Estimated Membership Value → Average membership sales from the last 90 days (divided by 3)
• Estimated Product Value → Projected product sales based on the last 90 days
• Estimated Package Value → Average package sales from the last 90 days (divided by 3)
• Estimated Gift Value → Average gift sales from the last 90 days (divided by 3)

Total Forecast

The final projected total is calculated as:

Total Forecast = Total Booked Value + Estimated Membership Value + Estimated Product Value + Estimated Package Value + Estimated Gift Value

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