Cash, 13 weeks ahead
Plan with a forward view of cash in and out, based on the bookings, memberships and expenses recorded in your workspace.
Cash forecast
In Managed: Part of your Managed workspace
Business intelligence · Growth
See where the money is, and where it's going
Review a 13-week cash forecast, service performance and the revenue opportunities in your diary, using the information already recorded in Managed.
Business intelligence is included with Growth. Starter includes operational reports. Forecasts use recorded information and do not guarantee future results.
See the business behind the diary
Business intelligence is included with Growth. Starter includes operational reports. Forecasts use recorded information and do not guarantee future results.
Profit by service
Compare service revenue with recorded costs, including consumables where you track them.
Service profitability
In Managed: Part of your Managed workspace
Revenue in your diary
Spot unused capacity and repeat-booking opportunities, then decide what action suits your team.
Diary opportunities
In Managed: Part of your Managed workspace
Cancellations refilled
Review cancellations and see whether each slot was filled again.
Cancellation fill
In Managed: Part of your Managed workspace
Recommendations with evidence
Review the information behind a suggestion and decide whether to act on it.
Evidence beside suggestions
In Managed: Growth only
Put the workflow into practice
Keep the details and next step clear for the people responsible.
1
Plan ahead
Use the forecast as one input when reviewing upcoming cash needs.
2
Review your service mix
Compare the services your clients book and the business data available to you.
3
Find diary gaps
Check availability and decide what action suits your team.
Questions about business intelligence and reports
See how it fits your business
Business intelligence is included with Growth. Starter includes operational reports. Forecasts use recorded information and do not guarantee future results.