Forecasting in Futrli takes three forms. All can be found on the Forecasting homepage, this guide will look at all options found on that homepage.
📌TIP: Use our interactive Forecasting walkthrough.
Create new forecasts
The forecasting page is where you create a new forecast.
You can create the following types of forecasts:
For more details, use our guide, Create a forecast.
Manage your forecasts
After you create a forecast, it appears in the dropdowns on the left.
For example, if you create a 1 year P&L forecast, the forecast is available to view under the 1 year P&L only header, then the Draft dropdown. After you publish the forecast, it will move from Draft to the Published dropdown.
When you click on one of these forecasts you can:
View/Edit the forecast
Publish the forecast - (Draft only)
Delete the forecast
Close (lock the data) - (Published only)
Export to Google Sheets
Performance comparison
This is not a replacement for reporting, but it does give a conveniently easy view of how multiple forecasts compare against one another.
📌TIP: Our Futrli knowledgebase has a dedicated Forecasting collection with many more guides to help you with forecasting in Futrli.