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 badge on the Compare button shows the total number of active comparison and forecast periods.
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
What You'll See
When comparison is active:
On metric cards: 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
When multiple comparison periods are selected, they are averaged together into a single comparison line.
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
What You'll See
When forecast is active:
On metric cards: A "Projected next: $X" line appears in amber text below the main value
On trend charts: A dashed amber line extends beyond the current period, with a shaded amber zone marking the forecast area. A vertical boundary line separates actual data from the projection
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). 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, tap Clear All to remove all comparison and forecast periods, or reduce individual counts using the quantity toggles.
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
Watch the total data span: The combined span of all periods cannot exceed 365 days. If your current period plus comparison 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
Filters and Controls: Date range and filter settings