Navigate to the "reporting tab" change the available reports to financial and select monthly revenue as show below:
When clicked the calendar view will pop up, here you can select a from, and to date:
If you set the "to date" as a date in the future this feature will show your projected earnings up until the date you select:
Here you can see the frequency the job has been set at, as well as what service you are carrying out for this customer, along the top you can see the earnings for each months column, and projected earnings for each month you have set for the future, as well as a projected total, calculated by your average monthly income for each job.
If you press the pink plus button at the bottom right of the forecast menu, it will give you an option to download full or summary csv:
Downloading full csv will download a spreadsheet with high detail about your earnings for each job per month, including rounds, services, and frequency, this csv will also have future months and projected earnings and totals, as shown below:
Downloading a summary csv will give you a much simpler spreadsheet, containing just the total revenue predicted or collected for each month, as shown:
Downloading your csv is helpful for keeping your records, and accounting purposes.
If you have any more questions or queries, or would like to see what other features Squeegee has to offer, please take a look at our help page at https://squeeg.ee/help or alternatively you can ring us on, 020 7861 4401