> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Revenue Forecast

> See the invoices your contracts, products and other charges will generate over the coming months, for your whole location, a customer, a contract or a proposal.

## Overview

Nexudus invoices recurring charges automatically: each contract is invoiced on its next invoice date, along with any products and charges due with it. This automatic invoicing is sometimes called a **bill run**.

The **Revenue forecast** shows what those bill runs will produce. It lists every upcoming billing date for the next 3 to 12 months, with the customers, items and amounts that will be invoiced on each one. Use it to predict income, check a new contract will bill as expected, or see what a proposal will cost a customer before you send it.

## How to access

Go to **Finance → Revenue forecast**, or **Analytics → Revenue forecast**. Both open the same forecast for your current location.

![Revenue forecast grouped by item](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/finance/finance-revenue-forecast.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=419c8569b6ef62ef739486d4ae328c08)

You can also see a forecast for:

* **A customer**: open the customer, go to **Sales**, then **Revenue forecast**.
* **A contract**: open the contract and go to its **Forecast** tab.
* **A proposal**: open the proposal and go to its **Forecast** tab. This shows what the customer will be invoiced if they accept. See [Proposals](https://learn.nexudus.com/platform/crm/proposals.md).

## Read the forecast

Choose the period to show: **3**, **6**, **9** or **12 months**. The forecast lists each billing date in turn, with a total for each date.

Use the slider to choose how much detail to show:

| Level | What each billing date shows |
| - | - |
| **By date** | One summary line: the number of teams, customers and items, and the total |
| **By team** | A line per team |
| **By customer** | A line per customer, with their team |
| **By item** | A line per item invoiced, such as a plan, product or deposit |

Select a customer or item to open its record.

### What's included

By default, the forecast shows recurring charges from paid contracts. Two options add more:

* **Include additional one-off charges**: adds one-off product purchases and deposits.
* **Include free items**: adds free plans and products.

### Chart view

Select **Chart** to see the forecast as an area chart over time. Choose **By date** for total revenue, or **By item** to split it into contract, product, deposit and other revenue.

![Revenue forecast as a chart](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/finance/finance-revenue-forecast-chart.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=24be73ad33e949fca7ec48a781e3a551)

## Add a one-off charge to a future invoice

On a contract's or proposal's **Forecast** tab, you can add a product to a specific billing date, for example an extra meeting room package next month or a one-off credit. Choose it from **Add product or adjustment** under that date. Select the new line to change its price or details.

On a contract, this adds the product to the contract from that date. On a proposal, it adds a product to the proposal, invoiced on that date.

## Export the forecast

Select **Export** to download the forecast as a spreadsheet. The file reflects the period and options you've chosen, and includes each billing date, customer and team. With **Include additional one-off charges** ticked, it also includes each item's name, type, invoice period and price.

The export is a snapshot. It won't reflect sign-ups, cancellations or changes made after you download it.

## Check the forecast

The forecast is built from your contracts' next invoice dates and the products and charges attached to them, so it's a good way to spot problems before invoices go out:

* **A customer is missing:** check their [contract](https://learn.nexudus.com/platform/finance/contracts.md) is active, isn't paused, and has a next invoice date.
* **A billing date is in the past:** a contract's next invoice date has passed without being invoiced. Open the contract to check its invoicing.
* **An amount looks wrong:** switch to **By item** to see each charge that makes up the total.

> [!NOTE]
>
> The forecast shows what will be invoiced, not what will be paid. To see payments, use the [ledger](https://learn.nexudus.com/platform/finance/ledger.md).

## Related

* [Contracts](https://learn.nexudus.com/platform/finance/contracts.md): the recurring charges in the forecast
* [Invoices](https://learn.nexudus.com/platform/finance/invoices.md): what each billing date produces
* [Proposals](https://learn.nexudus.com/platform/crm/proposals.md): forecasting a deal before it's accepted
* [Ledger](https://learn.nexudus.com/platform/finance/ledger.md): charges and payments recorded


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