Seasonal Pattern Detection

Overview

Identify cyclical trends in your revenue and expenses over a 12-month or multi-year window. Reveals which months are historically strong or weak, enabling better cash management, staffing, and marketing timing.

Wilson Tools Used

• spending_summary — pull monthly income and expense totals across 12+ months to build a seasonal profile

Workflow

1. Ask for the analysis window (minimum 12 months, 24+ months preferred for statistical confidence).
2. Use spending_summary for each month in the window to get monthly revenue and expense totals.
3. Calculate the monthly index: Month Index = Month Revenue / Average Monthly Revenue * 100.
   • Index > 100 = above-average month
   • Index < 100 = below-average month
4. Identify peaks and troughs.
5. Generate the seasonal profile: