Your income forecast updates as your recorded earnings, recent work patterns, work schedule and forecast settings change.
You record or update shifts
Your Monthly Total (est.) combines your recorded earnings with your estimated Remaining (est.) earnings.
When you record a shift, your actual earnings become part of So Far. They may be higher or lower than the amount previously estimated, which can change your monthly forecast.
Adding, editing or deleting shifts can also change the earnings averages and work frequency used to estimate your remaining earnings.
Your 90-day history changes
ServerLife uses your last 90 days of recorded shifts. As time passes, older shifts fall outside that window and new shifts become part of it.
This can change your average earnings and work frequency — even if you haven’t changed any forecast settings.
Recent job or schedule changes — along with unusually busy or slow periods — can also affect those patterns.
Your remaining schedule changes
When Use my schedule is on, adding, removing or moving scheduled shifts can change your estimated remaining earnings.
Each scheduled day uses your average earnings for that day of the week, counted at 100% work frequency. Days without a scheduled shift use your historical average earnings and work frequency.
Turning Use my schedule on or off can also change your forecast.
You change your filters
Available with ServerLife Premium. Filters narrow your forecast to a particular job or other work details. Changing them can change both the recorded earnings and the work patterns used for the estimate.
Make sure you’re using the same filters when comparing forecast amounts.
A new month begins
Your forecast covers the current calendar month. When a new month begins, So Far starts with that month’s recorded earnings, and ServerLife estimates earnings for the days remaining in the new month.
The number of times each day of the week occurs in the month can affect the estimate. For example, if Saturdays are one of your stronger earning days, a month with five Saturdays may have a higher forecast than one with fewer Saturdays.
Does a change mean something is wrong?
A changing forecast is expected. It reflects updated information about what you’ve earned and what you’re likely to earn next.
If a change seems unexpected, check your shift records, filters and Use my schedule setting. You can also expand See forecast breakdown to review more details about the estimate.
For an explanation of the calculation, see How your income forecast works.