> ## Documentation Index
> Fetch the complete documentation index at: https://q.odontox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Revenue Forecast

> An AI-powered 30-day revenue prediction for your dental clinic based on financial history, the upcoming appointment pipeline, and patient payment patterns.

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.

## What the forecast analyzes

The AI examines five data sources to build your prediction:

<Steps>
  <Step title="Recent invoices and collections">
    The last 30 days of invoicing and payment activity — your current financial baseline.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Upcoming appointments">
    Scheduled appointments for the next 30 days, weighted by the typical revenue associated with those appointment types.
  </Step>

  <Step title="Pending treatment plans">
    Proposed treatment plans that haven't been accepted yet — these represent potential upside if patients proceed.
  </Step>

  <Step title="Payment patterns">
    How reliably and quickly patients have been paying, which affects the forecast's confidence in converting invoiced amounts to collected revenue.
  </Step>
</Steps>

## Forecast output

Each forecast includes six components:

<AccordionGroup>
  <Accordion title="Projected revenue (PKR)">
    The estimated total revenue for the next 30 days, expressed in Pakistani Rupees.
  </Accordion>

  <Accordion title="Confidence level">
    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.
  </Accordion>

  <Accordion title="Trend direction">
    Whether your revenue is trending **up**, **down**, or **stable** compared to the previous period, with a percentage showing the rate of change.
  </Accordion>

  <Accordion title="Revenue drivers">
    Specific factors contributing positively to the forecast — such as a strong appointment pipeline, increasing treatment acceptance rates, or improving payment speed.
  </Accordion>

  <Accordion title="Risks">
    Factors that could reduce revenue below the projection — such as a high cancellation rate, declining appointment volume, or growing overdue balances.
  </Accordion>

  <Accordion title="Recommendations">
    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.
  </Accordion>
</AccordionGroup>

## 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.

<Tip>
  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.
</Tip>

## Confidence and data volume

The forecast gets more accurate as your clinic builds history in the platform:

| Invoices in analysis period | Confidence | What to expect                               |
| --------------------------- | ---------- | -------------------------------------------- |
| 20+                         | **High**   | Reliable projection you can use for planning |
| 10-19                       | **Medium** | Good directional indicator, less precise     |
| Under 10                    | **Low**    | Useful for trends, not specific numbers      |

<Note>
  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.
</Note>

## 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.

<Warning>
  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.
</Warning>

## How to use the forecast effectively

<CardGroup cols={2}>
  <Card title="Weekly planning">
    Generate a forecast at the start of each week to set realistic collection targets and identify where to focus effort.
  </Card>

  <Card title="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.
  </Card>

  <Card title="Act on recommendations">
    The recommendations section gives you specific, actionable steps. Assign these to team members during your morning huddle.
  </Card>

  <Card title="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.
  </Card>
</CardGroup>

## Related articles

* [AI Overview](/ai/overview) — rate limits, AI principles, and the full list of AI features
* [Daily Brief](/ai/daily-brief) — today's operational summary including MTD revenue
* [Payment Reminders](/ai/payment-reminders) — address overdue invoices flagged as risks in the forecast
* [Treatment Follow-ups](/ai/treatment-followups) — convert pending plans to boost revenue