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Income forecast

Know what payments are coming up.

3 min read2 views

Income forecast

Your dashboard may show an income forecast—expected payments for upcoming periods.

What it shows

  • Expected amount for this month
  • Expected amount for next month
  • Trend compared to previous months

How it's calculated

The forecast is based on:

  • Scheduled payment due dates
  • Regular payment patterns
  • Client payment history

    • Is it accurate?

    The forecast is an estimate based on what clients owe. Actual results depend on whether clients pay on time.

    Pro tip: A high forecast with a low collection rate means you need better follow-up!

    Using the forecast

    Use it to:

  • Plan your finances
  • Spot slow periods coming up
  • See if you need to chase payments

    • Improving forecast accuracy

    The more you use RemindToPay, the better the forecast becomes. Regular payment recording helps us show accurate predictions.

    Related: Collection rate explained

    PreviousCollection rate explainedNextNeeds Attention list

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