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> For a complete documentation index, see https://docs.withpaygent.com/llms.txt.
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# Forecasting (Beta)

See projected **revenue**, **cost**, and **margin** for your agents over the next 30, 60, or 90 days. Forecasting extends your recent run-rate forward from **today (UTC)** — useful for planning, not as a financial guarantee.

> **Tip**
>
> **Beta feature.** Forecasting is enabled per organization. If you don't see the tab on an agent, contact Paygent to turn it on. Numbers are directional estimates and work best when you have steady usage history.

## Where to find it

| Location                 | Path                                                                                   |
| ------------------------ | -------------------------------------------------------------------------------------- |
| **Dashboard**            | Agents → pick an agent → **Forecasting** tab                                           |
| **Admin (Paygent team)** | Admin → Agents → agent detail → **Forecasting** (includes holdout backtest validation) |

## Three view modes

Use the toggle at the top of the forecasting panel. Default is **Agent total**.

| Mode               | What you see                                         | Customer picker |
| ------------------ | ---------------------------------------------------- | --------------- |
| **Agent total**    | This agent across **all customers** in your org      | No              |
| **Customer total** | One customer across **all agents** + per-agent table | Yes             |
| **One customer**   | This agent with **one customer** only                | Yes             |

## Reading the panel

* **Horizon** — 30, 60, or 90 days from today. Summary cards show total and daily average for that window.
* **Cumulative chart** — actual history plus projected continuation. Check *last data day* and *active days* in the subtitle.
* **Custom date range** — blend actuals and forecast for any range (future capped at history + 36 months).

## How it works (simple)

1. Pull recent daily revenue and cost from your billing and usage data.
2. Weight recent days more than older ones.
3. Apply a small growth factor from the trend.
4. Project forward from today (UTC) for the horizon you chose.

> **Warning**
>
> **Beta limitations:**
>
> * Estimates only — pricing or usage changes may not be fully reflected.
> * Needs billing history — new agents or customers may show empty forecasts.
> * Dates use UTC, not your local timezone.
> * Holdout backtest is admin-only; not available in the customer dashboard.

## Troubleshooting

| Symptom                    | Likely cause                                               |
| -------------------------- | ---------------------------------------------------------- |
| No Forecasting tab         | Feature not enabled for your organization                  |
| No customers in dropdown   | No billing activity for that agent in the selected period  |
| Forecast unavailable error | Analytics backend unavailable or no data for the selection |