The Drivers feature in Futrli allows you to bring any non-financial data into your organisation for reference in forecasting and reporting.
For example, if you need to reference how much stock you sold or show footfall in a report, those drivers can be used in any formula or directly on a report.
How do I bring in non-financial data to Futrli?
The Drivers tab in Futrli is your tool for adding information that isn't pulled through from your data source (Sage Accounting, Xero or QuickBooks Online).
This is where you can do the following:
Where can I reference drivers?
As you add and save drivers, you can use them within forecasting and reporting.
Reference drivers in a forecast
You can reference a driver in a forecast by creating a formula-based prediction. You can then type '@' in the prediction builder. This will bring up the organisation's chart of accounts and drivers.
Reference drivers in a report
You can reference drivers in a report when building a report widget. You can also use the formula option when building a report widget to reference a driver.
Option 1
You can apply them when you click Choose data when building a report widget.
You can then select the relevant driver to reference in the report.
Option 2
The second part of reporting where you'll be able to reference drivers is when creating a formula within a report.
In the formula builder type @, scroll down, and then select the relevant driver. If you know the name of the specific driver you can type the name it to filter out other options from the list.
