The Sales Forecasting section of our AI module measures and analyzes the client data and billing to predict future sales. The trend analysis is rooted in your agency's actual revenue to forecast out future revenues.
There are three major components to this measure.
Sales Forecast Report
This section can be viewed in either weekly or monthly views. The user will also have the option to select a specific date range based on their own needs and determination.
Revenue Performance by Client
This section shows both the top and bottom five performing clients by revenue. It also compares actual revenue to the projected revenue for the next 30 days.
This section shows the service type that has been most used to date (Actual Tab). The Projected Tab predicts the top five service types that could drive more revenue in the next 30 days.