Looking ahead — and the figure it refuses to give youNew
What is due to come in over the next week, month or year — with agreed work and work still only quoted kept firmly apart.
Written 21 October 2026
What is said in this recording
Looking ahead adds up money that is already recorded somewhere — an invoice out, a visit booked, a quote sent — and puts each one on the date that record carries. It is not a prediction, and it will not give you one number for what is coming in. That refusal is the most useful thing on the page.
Step by step
- 1
Go to Business Health, then Looking ahead.
- 2
Read across a window, not down it.
Each window shows two figures side by side: agreed work, and work still only quoted.
- 3
Plan against the agreed figure.
That is money somebody has committed to — invoiced, booked in, or won.
- 4
Treat the quoted figure as a maybe.
Quotes nobody has answered yet. Some will land. Nobody knows which.
- 5
Check the two cards underneath.
Money that is agreed but has no date yet, and money already received in the last 90 days.
Worth knowing
The two figures are never added together, anywhere
There is no total on this page and there is no way to make one appear. A business that adds an accepted job to an unanswered quote and plans against the result has been misled by its own software — and the person who added them did it because the number was sitting there. So the number is not sitting there.
There are no confidence percentages
No quote is “60% likely”. Every figure is labelled by what it IS — an invoice out, a visit booked, a quote sent — and you can open the records behind any of it. A percentage nobody can argue with is worse than a label anybody can check.
Money with no date is reported, never spread out
Work you have won but not booked, and work you have finished but not invoiced, is real money with no week attached. It gets its own card rather than being smeared evenly across the months, because spreading it would put money in weeks where nothing is happening and make the chart look like a plan somebody made.
Retention sits on its own date
Money held back on a contract is not due when the invoice is. It appears separately, on its release date — and if nobody has set one, it is reported with no date rather than guessed at. Putting it in next week’s figure would be the quickest way to make this page lie to you.
Money past its due date still counts
An invoice that was due last week is still money you expect. Dropping it once the date passes would shrink your forecast every time somebody paid late, which is exactly when you are watching it.
What it deliberately does NOT do
It does not forecast your bank balance, because that needs an opening balance and every penny going out, and the app does not have those. It does not guess at work you have not quoted. And it does not tell you what to do — it is a list of what is already recorded, on the dates those records carry.