Plan for Revenue, Evaluate Performance, and Track Actuals

Planful’s model templates provide two planning components to help you use appointment schedules to better plan for and project future revenue.

Plan for Revenue by Appointments

Drill down to provider, location, and specialty revenue streams.

Evaluate Revenue Performance

See the revenue impact of different providers across different locations.

Make Adjustments With Incoming Actuals

Adjust forecasts as actuals and operational data becomes available.

Build Schedule-Based Plan

Create plans based on provider schedules, visited clinics, day of the week, or gross days. Adjust for paid time-off assumptions to gauge net days and availability.

Project Future Revenue

Use appointment history by day and clinic to plan for future appointment-based revenue using net days, appointment days, and more.

Budget Across Clinics and Providers

Created detailed budgets by clinic, provider, and appointment schedule to generate more granular revenue projections.

Get Started With Provider-Based Revenue Planning Model

Learn how Planful simplifies and optimizes financial forecasting processes.

Get Started with Planful

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