Forecasting
How Nabu projects revenue trends and tracks break-even progress against your business targets.
What the Forecasting dashboard shows
The Forecasting dashboard helps you look ahead. Rather than just reporting what already happened, it uses your recent performance data to project where you're headed — and compares that against where you said you wanted to be.
Dashboard components
| Component | What it shows |
|---|---|
| Revenue projection | Based on recent historical trends, projects forward revenue for the current and upcoming period |
| Break-even tracker | How many appointments (or revenue dollars) you need to cover fixed costs, and how close you are |
| Target vs. actual | Your current performance compared to the goals set in Business Targets during setup |
| Capacity utilization | How much of your available appointment capacity is currently being used |
How projections are calculated
Nabu uses a rolling average of your recent appointment and revenue data to project forward. If the last 30 days averaged $2,800 per day in revenue, the projection assumes a similar trend continues — adjusted for any patterns in your data, such as slower Mondays or busier weekends.
This is a data-based estimate, not a guarantee. The projection becomes more accurate as you accumulate more history. If you just opened or recently completed a major schedule change, allow a few weeks for the model to reflect your new normal.
Break-even explained
Break-even is the minimum amount of revenue you need to cover all your fixed costs. Nabu calculates this from your Business Costs (overhead, payroll, equipment) and tracks your progress in real time during the month.
Example: Your fixed costs are $15,000 per month. Your average net revenue per appointment is $150. That means you need 100 appointments per month just to break even. Nabu shows this threshold and tracks how many appointments you've completed so far this month — so you always know if you're on pace.
Once you cross break-even, every additional appointment contributes directly to profit. The break-even tracker makes that moment visible.
Why targets matter
If you haven't set targets in the Business Targets section of Setup, the forecasting dashboard can still show revenue trends and projections — but it can't tell you whether you're on track or behind. Without a target, there's nothing to compare against.
With targets set, Nabu shows you the gap: how much revenue you're ahead or behind your goal for the period, and whether your current trajectory gets you there by month-end.
Capacity utilization
Capacity utilization shows what percentage of your available appointment slots are being filled. It's calculated from your operating hours (set in Location Settings) and the average appointment duration across your service menu.
If your utilization is low, you have room to grow revenue without adding staff or overhead — your existing fixed cost base can support more appointments. If utilization is high, a revenue increase likely requires adding capacity (more providers, longer hours, or additional treatment rooms).
Example: If you're open 8 hours per day, 6 days per week, with 2 providers, you have roughly 96 provider-hours available per month. If your average appointment takes 60 minutes and you're booking 70 appointments per month, your utilization is about 73%. There's room for roughly 25 more appointments before hitting capacity.
Frequently asked questions
How far out does Nabu forecast? Typically 30–90 days, depending on how much historical data is available. More history means a more reliable projection. The exact window is shown on the dashboard.
What if I just opened and have no history? Projections require some baseline data to work from. If you're brand new, the forecasting dashboard will be limited for the first 30–60 days. As appointment and revenue data accumulates, projections become more accurate. In the meantime, the break-even tracker still works as long as your Business Costs are set up.
My break-even looks too high — what should I check? Go to Setup → Business Costs and look for any costs that might be duplicated or overstated. A common issue is entering a monthly and an annual version of the same cost, or including a one-time expense in a recurring monthly slot. Fixing the inputs in Business Costs will update the break-even calculation immediately.