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The Revenue Forecast analyzes your clinic’s financial data to project what you can expect to collect over the next 30 days. It goes beyond simple extrapolation — the forecast factors in appointment pipeline, pending treatment plans, and payment behavior patterns to give you an actionable financial outlook. Admins & Doctors access forecasts.

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What the forecast analyzes

The AI examines five data sources to build your prediction:
1

Recent invoices and collections

The last 30 days of invoicing and payment activity — your current financial baseline.
2

Historical comparison

The previous 30 days (days 31-60) are compared against the recent period to identify whether revenue is trending up, down, or holding steady.
3

Upcoming appointments

Scheduled appointments for the next 30 days, weighted by the typical revenue associated with those appointment types.
4

Pending treatment plans

Proposed treatment plans that haven’t been accepted yet — these represent potential upside if patients proceed.
5

Payment patterns

How reliably and quickly patients have been paying, which affects the forecast’s confidence in converting invoiced amounts to collected revenue.

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Forecast output

Each forecast includes six components:
The estimated total revenue for the next 30 days, expressed in Pakistani Rupees.
How reliable the forecast is based on your data volume:
  • High — 20 or more invoices in the analysis period. Enough history for a solid prediction.
  • Medium — 10 to 19 invoices. Reasonable prediction but less certainty.
  • Low — Fewer than 10 invoices. The forecast is directionally useful but treat the specific number with caution.
Whether your revenue is trending up, down, or stable compared to the previous period, with a percentage showing the rate of change.
Specific factors contributing positively to the forecast — such as a strong appointment pipeline, increasing treatment acceptance rates, or improving payment speed.
Factors that could reduce revenue below the projection — such as a high cancellation rate, declining appointment volume, or growing overdue balances.
Concrete actions you can take to improve the forecast — for example, following up on pending treatment plans, reducing appointment no-shows, or addressing overdue invoices.

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Treatment plan upside

If your clinic has more than 20% of monthly revenue sitting in pending (proposed but not accepted) treatment plans, the forecast factors in a potential upside based on a 50% acceptance rate. This appears as a separate line item so you can see what’s already likely versus what could happen if you convert those plans.
Use the forecast’s treatment plan upside figure to prioritize your follow-up calls. Focus on the highest-value pending plans first to maximize the chance of hitting the upper end of the forecast.

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Confidence and data volume

The forecast gets more accurate as your clinic builds history in the platform:
Invoices in analysis periodConfidenceWhat to expect
20+HighReliable projection you can use for planning
10-19MediumGood directional indicator, less precise
Under 10LowUseful for trends, not specific numbers
New clinics will see Low confidence forecasts initially. As you process more invoices through the platform, confidence improves automatically. Most clinics reach High confidence within their first full month.

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Caching and refresh

Revenue forecasts are cached per clinic and shared across all admins. The first person to open Ruby Insights each day generates the forecast in the Plan ahead section, and everyone else in the clinic sees the same projection instantly. A “Cached · X ago” badge shows when it was last generated, with a Refresh button alongside it. The cache refreshes automatically at the end of the working day (Pakistan time) or after 24 hours. Use Refresh if you’ve processed significant payments or added new appointments and want an updated projection.
Each forecast generation counts toward your 15 per day rate limit, shared across all Ruby features. Routine page loads don’t count — only an explicit Refresh or Generate does.

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How to use the forecast effectively

Weekly planning

Generate a forecast at the start of each week to set realistic collection targets and identify where to focus effort.

Track trends over time

The trend direction and percentage tell you whether things are improving or declining, helping you catch issues before they become problems.

Act on recommendations

The recommendations section gives you specific, actionable steps. Assign these to team members during your morning huddle.

Pair with daily brief

Use the daily brief for today’s snapshot and the revenue forecast for the 30-day outlook. Together they cover short-term and medium-term financial health.