Overview
The Revenue Forecast Report helps you predict future earnings by analyzing upcoming scheduled work and billing information in Copilot CRM.
This report gives you a clear picture of expected income, helping with financial planning, cash flow management, and scheduling decisions.
Step 1: Open the Reports Page
Navigate to the Reports tab from the left-hand menu.
Under the Financial section, click Revenue Forecast.
Step 2: Set the Report Parameters
At the top of the page, select your filters to define what data you want to view:
Date Range – Choose the time frame for your forecast.
By default, it is set to Year to Date.
Crew – Select a specific crew or view all crews.
Billing Type – Choose from:
Billed – Forecast based on invoiced work.
Collected – Forecast based on expected payments.
Outstanding – Forecast based on work not yet paid.
Step 3: Choose How to Group Your Data
You can generate the Revenue Forecast report by:
Customer
Property
Crew
Employee
Service
Each dropdown lets you refine the report to focus on specific segments of your business—perfect for identifying trends or forecasting revenue for particular teams or services.
Step 4: Export or Print the Report
Once your report is generated, you can:
Export it as an Excel (.xlsx) or CSV (.csv) file
Print it directly using the Export button
Use Case Examples
Forecast monthly or quarterly income to anticipate cash flow.
Identify which crews or services will generate the most future revenue.
Adjust scheduling and staffing based on projected workloads.