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3 year cash flow forecast

An overview of what a 3 year cash flow forecast is in Futrli.

Updated over a month ago

When you create a new forecast in Futrli, one of your options is a 3 year cash flow.


What is a 3 year cash flow forecast?

The 3 year cash flow forecast will be based on the following criteria:

Start Date

The 3 Year Cash flow forecasts always start in the current month.

Period

  • These forecasts will look at the next three full financial years, plus the remainder of the current financial year

  • They will 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: There is also the option within a 3 year cash flow forecast to set where actual data displays until, then where forecasted data takes over.

Content

  • Unlike the 1 year P&L forecast option, a 3 year cash flow displays all Balance sheet accounts, all P&L accounts, and a Cash flow view

    Tabs within a 3 year cash flow forecasts

📌TIP: For more information on the other two forecast types that you can create, and the differences between them, click the guides below:


What can you do in a 3 year cash flow forecast?

Within a 3 year cash flow forecast you can:

There is also the option within a 3 year cash flow forecast to set where actual data displays until, then where forecasted data takes over.

You can also lock a forecast to prevent anyone from making any further changes to it.


How do I create a 3 year cash flow forecast?

You create this forecast from within the Forecasting homepage. For more information, use our Create a new forecast guide.

Forecasting page, highlighting the create 3 year cash flow forecast option.

📌TIP: Use our interactive walkthrough of a 3 year cash flow forecast in Futrli.

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