📌TIP: Use our interactive Forecasting walkthrough.
Forecast options
When it comes to forecasting in Futrli, you can create three different types of forecasts.
1 year P&L
1 year P&L
This forecast option allows you to set the start date of the forecast. Once set it will then look ahead 12 months, looking at P&L information only.
📌TIP: Use our interactive walkthrough tour of a 1 year P&L forecast.
3 year cash flow
3 year cash flow
These forecasts will always start in the current month. They look ahead at the next three full financial years, plus the remainder of the current financial year. They'll also look at the previous two full financial years, plus the first part of the current financial year. You can decide when forecasted data will be displayed from.
📌TIP: Use our interactive walkthrough tour of a 3 year cash flow forecast.
3 year cash flow with due invoices
3 year cash flow with due invoices
These forecasts will always start in the current month and look ahead at the next three full financial years, plus the remainder of the current financial year.
Where the 3 year cash flow with due invoices stands apart from the other two forecast options is that unpaid, due invoices pull into Futrli from the data source (Sage Accounting, Xero or QuickBooks Online).
📌TIP: Use our interactive walkthrough tour of a 3 year cash flow forecast with due invoices.
📌TIP: You can view our comparison table of the three different forecasts.
Create a forecast
When you create a new forecast, choose which of the three forecast types you want to create.
Whichever option you select, you will have different methods to choose from to create the forecast. For example, you can create a forecast from scratch, create one using last year's actuals, or even simply copy an existing forecast.
Who can view Forecasting?
Forecasting is available for all users with access to your organisation in Futrli.
Access to view individual forecasts depends on whether it's in a 'draft' or 'published' state.
Draft - Any forecast a user creates will start off being visible only to that user and remain in a 'draft' state until it's published
Published - When you publish a forecast, all users who have access to the organisation in question can view it and reference it in a report
Add predictions to a forecast
Within a new forecast, you can create predictions. There are multiple ways you can add predictions.
Auto-predictions
Manual predictions
Imported predictions
Share a forecast
If you want to share a forecast with others, you can:
Publish the forecast so other users in Futrli can view it
Export the forecast to Google Sheets - Useful for sharing externally
Create a report showing forecast data
📌TIP: Our Futrli knowledgebase has a dedicated Forecasting collection with many more guides to help you with forecasting in Futrli.