On Finance → Overview you see, in addition to the realized months, forecast months for the rest of the year. Senly calculates these based on:
- Existing recurring contracts (client fees that continue)
- Planned end date of clients or fixed items
- Upcoming one-off items
The forecast months have a visual difference (lighter bar, "expected" label). Want to optionally include deals from the CRM in the forecast? Turn on the Include deal pipeline toggle.
Ideal for quarterly planning or a growth-financing application.