Is there a dashboard report that can indicate how much $ will be attempted on open orders for a future time period?

I would like to be able to tell the bookkeeper the approximate amount that we are expecting to take in from open orders/subscriptions for the upcoming week/month.

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No, but you can go to Sales > Reports and open the Open Orders report. It shows the Open Opens ready to bill next, so most of the time it will be the next 30 days (if you have annual subscriptions they will show up too, but you can sort by next billing date by clicking the Next Payment Date column:

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You can also create Groups in this screen, so you can manually create a Group for "Next Payment Due" > "Less Than or Equal To" a specific date:

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Asked: 2016-06-29 14:45:04 -0700

Seen: 62 times

Last updated: Jul 01 '16