The Invoice Financial Forecast report displays predicted revenue for a date range. This report displays Invoice information ranging from (but not limited to):
Invoice Issue Date
Invoice Due Date
Revenue Category Summary
Taxes Summary
Discounts
This report can be used to determine the estimated total Revenue on an Invoice by Invoice basis.
This report can also be utilized to summarize the total estimated revenue, by revenue category for the selected Date Range.
How to Use Invoice Financial Forecast Report
Click on Reports in the side navigation
Next to Invoice List, select Saved Report
Select Use next to Invoice Financial Forecast Report
Select Filters
Select your Visible Columns
Export AS (CSV PDF or HTML)
Once the report is exported to HTML or PDF, sub-totals will be calculated & broken up by Revenue Category, and total for all revenue.
Exporting to CSV will allow you to further manipulate the data as needed.
Important Considerations
Ensure the revenue categories are recorded correctly as the information pulls directly from the items selected on the Invoice.