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Using Import
Set up your Master Sheet in Import
Set up your Master Sheet in Import

Get set up to use Futrli's Import feature

Updated over a week ago

Each forecast in Futrli will need its own Master Sheet for importing data.

This guide runs through how to set up a Master Sheet, you can then use the range of available templates to start bringing through predictions.

πŸ” WALKTHROUGH: For a walkthrough of how to import predictions into a Futrli forecast, click the GIF below ⬇️

How do I create a new Master Sheet?

It doesn't matter which type of forecast you're using in Futrli (1 year P&L, 3 year cash flow or 3 year cash flow with due invoices), they can all have data imported in from one of our Google Sheets templates.

Each forecast has its own Master Sheet, so, what do you need to do to create a new Master Sheet?

Step one is to navigate into the specific forecast you're looking to import predictions into.


Once in the forecast, step two is to click to create a New prediction, then select Import templates.


Step three is to then create a new Master Sheet for the forecast.


Confirming the Master Sheet is set up is step four. You will see the option to open it is now available.


You'll now be able to bring those templates into the Master Sheet, which will in turn allow you to import the data into your forecast.


How do I use one of the templates?

Once your Master Sheet for the forecast has been created you can start using the wide range of available templates.

πŸ“Œ TIP: For more details on how to use a template, click the link below.

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