Overview
Compare and Forecast lets you overlay historical comparison data and forward-looking projections onto your analytics. Compare your current performance against prior periods, and project what's likely to happen next, all visible directly on your trend charts and metric cards.
Accessing Compare and Forecast
Tap the Compare button in the toolbar. This opens the "Compare and Forecast" dialog with two sections:
Look Back: Compare against prior periods
Look Ahead: Forecast future periods
A red dot on the Compare button indicates when comparison or forecast periods are active.
Look Back (Comparison)
What It Does
Compares your selected date range against the same length of time immediately before it. For example, if you're viewing the last 28 days, one comparison period looks at the 28 days before that.
How to Set It
In the Compare and Forecast dialog:
Under Look Back, use the quantity toggle to set 0-3 comparison periods
Or tap the quick buttons showing the number of days each period covers (e.g., "-28 days", "-56 days", "-84 days" for a 28-day primary period)
Each comparison period is listed as a badge showing its date range. Tap the remove button on any badge to remove that period
How Comparison Is Calculated
When multiple comparison periods are selected, they are averaged together by day index. For example, with 2 comparison periods of 28 days each, day 1 of the comparison line shows the average of day 1 from both periods, day 2 shows the average of day 2, and so on. This produces a single, smoothed comparison line rather than multiple overlapping lines.
What You'll See
When comparison is active:
On metric cards (Overview tab): A "vs. prev. avg" line appears below the main value, showing the average from comparison periods with a green or red percentage delta
On trend charts: A dashed grey line overlays the chart, showing the averaged revenue or appointment count from the comparison periods. The comparison period is highlighted with a light grey background tint, and a dotted vertical line marks the boundary between comparison and current data
Look Ahead (Forecast)
What It Does
Projects your metrics forward based on your current period's data. For example, if you're viewing the last 28 days, one forecast period projects the next 28 days.
How to Set It
In the Compare and Forecast dialog:
Under Look Ahead, use the quantity toggle to set 0-3 forecast periods
Or tap the quick buttons showing the projected days (e.g., "+28 days", "+56 days", "+84 days")
Each forecast period is listed as a badge showing its projected date range
How Forecast Is Calculated
The page-level forecast uses a smoothed day-of-week methodology:
Day-of-week averages: Groups all days in your selected period by day of the week (Monday, Tuesday, etc.) and computes a weighted average for each, giving more weight to recent days
Trend detection: Compares the first half and second half of your selected period to detect whether revenue is growing or declining. The trend is capped at plus or minus 30% per period to prevent extreme projections
Day-by-day projection: Each forecast day uses its day-of-week average multiplied by the trend factor. Multiple forecast periods compound the trend (e.g., a 5% growth trend becomes roughly 10% over 2 periods)
What You'll See
When forecast is active:
On metric cards (Overview tab): A "Projected next" line appears in violet text below the main value
On trend charts: A dashed violet line extends beyond the current period, with a shaded violet zone marking the forecast area. A dotted vertical line separates actual data from the projection
Forecast badge: On the Overview tab's Revenue Trend chart, an animated violet badge appears in the top-right corner. Tap it to open the Forecast Explainer dialog (see below)
Forecast Explainer Dialog
On the Overview tab, tapping the forecast badge on the Revenue Trend chart opens a detailed explainer showing exactly how your forecast was built:
TL;DR summary: How many historical days were analysed, your average daily revenue, the detected growth or decline rate, and the projected total
Day-of-week pattern: A visual bar chart showing your weighted average revenue for each day of the week. This reveals which days drive the most revenue
Trend detection: A side-by-side comparison of the first half and second half of your period, with the detected growth rate. If the trend was capped at plus or minus 30%, a note explains this
The calculation: A visual formula showing how each forecast day is computed (day average multiplied by trend multiplied by days equals forecast)
Result summary: Your current period total compared to the forecast total, with the projected change percentage
Disclaimer: A note that forecasts are projections based on recent patterns and actual results may vary
Visual Timeline Summary
When you have any comparison or forecast periods active, the dialog shows a visual summary at the bottom:
Past: How many days of historical data are being compared
Now: Your current period length
Future: How many days are being forecasted
Total data span: The combined number of days across all periods
Independent from Deep Dive Forecasts
The page-level forecast overlay is separate from the Revenue Forecast Deep Dive in the Financial tab. The deep dive uses its own independent analysis method (averaging 3 prior periods of equal length and producing a confidence band). Both can be active at the same time without conflict. When both are active, the deep dive shows a banner noting this distinction.
Clearing Compare and Forecast
In the Compare and Forecast dialog, reduce individual counts using the quantity toggles or remove specific period badges. Setting both Look Back and Look Ahead to zero clears all overlays.
Tips
Start with 1 comparison period to see how this period compares to the immediately preceding one
Use forecast cautiously: It extrapolates from your current data, so short periods may produce less reliable projections
Tap the forecast badge: On the Overview tab's Revenue Trend chart, tap the violet forecast badge to see exactly how your numbers were calculated
Watch the total data span: The combined span of all periods cannot exceed 365 days. If your current period plus comparison and forecast periods exceeds this, you'll see a validation message asking you to reduce the range
Related Articles
Overview Tab: Where comparison and forecast are most visible
Financial Tab: For the independent Revenue Forecast Deep Dive
Understanding Insight Cards: Insight cards can include period comparison bars
Filters and Controls: Date range and filter settings