Appointments: Revenue Projection Reporting

Appointments: Revenue Projection Reporting

Please develop and implement a method of reporting on estimated revenue based on scheduled appointments. This seems to be a very basic feature offered by competitors and it is a necessity for most businesses in order to develop accurate projections and properly adjust budgeting. Not being able to quickly run a report on the scheduled appointments to gain insight into daily/weekly/monthly booked revenue adds an extra burden to small businesses as this requires a lot of time and manual calculations. 

12 Replies
Alumni

Hi @BohoHouseHair - Thanks for stopping by The Seller Community it's always nice to see your input 😊

 

I can totally see the need for a feature like this and how beneficial it could be for sellers and service providers. Thank you for taking the time to share your interest in revenue projection reporting. I recommend you submit a Feature Request here. This will help our product team get visibility and track other Sellers' interest in your request. While there is no time frame for when it will be implemented, i'm happy to make sure our engineers have eyes on your request. 

 

As always, feel free to stop by The Community with question, concerns and even feature requests. We are more than happy to assist.

 

Square Community Moderator
Status changed to: Reviewed
 

PLEASE! Has been years we have been requesting this! Its been over half a decade of looking into this! We all agree this would make this app complete! @Ellie_ @Ria 

Square Champion

I too would like this feature.  

I would love this feature as well! Being able to go to Reports/Sales Trends (just as an example) and run a report on Booked Appointments (revenue projection) to compare to previous weeks actual income would be fantastic!

2023... bring on 7th year of everyone asking for this feature!!! (Initial archived thread of 2016) Get it done square!! 

echoing everyone here! We NEED access to this report to accurately set our monthly goals and see what the gap is in our service revenue. Having to manually go through each day and manually calculate this is a waste of time considering that it's a pretty standard feature on nearly every other platform.

 

coming here to request this feature as well. I echo the sentiment that nearly every other scheduling provider offers this as a basic feature: what is square’s system for implementing repeat user requests? 

Please Please PLEASE upgrade the reporting to be able to provide analytics on VERY basic customer information. I was literally flabbergasted when I was recently told by several different CS representatives that it was not possible to run a report that would show the purchaser name, amount purchased, what they purchased when. This is insane that this does not exisit.

 

Otherwise, I am very happy with what Square has been able to do to help my small business grow- but this feature needs to be added.

 

My friend cancelled her business with 6 locations due to Square not having this feature.


Thank you please allow us to easily run this report!

I'd like to add my request for this feature. Switched back to Square from another appointment software and was immediately reminded why I went away to begin with - NO appointment sales projections.