Before you set up your Sales Forecast, make sure that you have a Square account connected with SumAll. You can see what accounts you have connected by opening the drop-down menu on the top right-hand corner of the page and clicking Accounts.
- Once you have your accounts connected, click on the Automate tab where you’ll find the automation carousel.
- Click on the left or right arrows until you locate the Sales Forecast tile and then click on the tile, which will open a page where you get to set up your email.
- You can select which days of the week you’d like to receive your Sales Forecast. The daily email arrives between 4am-6am of your SumAll account’s time zone.