Can I convert a forecast into a different forecast type?

There are three different forecasts that you can create:

1 year P&L
3 year cash flow
3 year cash flow with due invoices

If you create, for example, a 3 year cash flow forecast, there is a way you could convert it into a 1 year P&L forecast. You would use the Create from an existing forecast option when creating a new forecast. You then select the relevant 3 year cash flow forecast you want to base this new forecast on.

Create a 1 year P&L only forecast window.

📎NOTE: This option isn't available when creating a 3 year cash flow with due invoices forecast.

You can:

Convert a 1 year P&L into a 3 year cash flow
Convert a 3 year cash flow into a 1 year P&L
Convert a 3 year cash flow with due invoices into a 1 year P&L
Convert a 3 year cash flow with due invoices into a 3 year cash flow

Forecasting home page

Forecasting in Futrli

3 year cash flow with due invoices forecast

Differences between the Futrli forecasting options

Copy an existing forecast