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Forecasting home page

Navigate through the forecasting tab in Futrli.

Futrli Support avatar
Written by Futrli Support
Updated over 10 months ago

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.

๐Ÿ“ŒTIP: Use our interactive Forecasting walkthrough.


Create new forecasts

The forecasting page is where you create a new forecast.

Create forecast options on the Forecasting page

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.

Published forecasts on Forecasting page.

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.

Forecast performance comparison.

๐Ÿ“ŒTIP: Our Futrli knowledgebase has a dedicated Forecasting collection with many more guides to help you with forecasting in Futrli.

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