When you're invited to a Futrli organisation, it may be the first time you've used this software. To help you get familiar with using Futrli, run through our steps below.
📎NOTE: If you're a user who has created a Futrli workspace, our alternative introductory guide may be more relevant to you - Your first five steps in Futrli.
📌 TIP: You can follow the steps below in any organisation. However, we recommend following the steps using one of the available demo organisations to get familiar with Futrli.
We run through how to add a demo organisation below if you haven't already created one.
Step 1 - View tour of Futrli
Use our interactive walkthrough to become familiar with Futrli and how it works.
Step 2 - Check you have a Demo Organisation in your workspace
If you have access to multiple organisations in your Futrli workspace, you'll see all your organisations, including any existing demo organisations, at do.futrli.com/workspaces.
We recommend practising creating forecasts and reports for the first time in a Demo Organisation. All demo organisations are free to use.
📌TIP: Alternatively, when you're within an organisation, in the top right click the organisation name, then click Manage Organisations.
Here you can see whether a Demo Organisation appears.
I do have a Demo Organisation listed
I do have a Demo Organisation listed
That's great, you can now move on to Step 2 - Create your first forecast.
I don't have a Demo Organisation listed
I don't have a Demo Organisation listed
If you don't have a Demo Organisation:
Click Add new organisation.
Underneath the Accounting Software options, click Demo Company (UK) or Demo Company (AU).
📎NOTE: If you're not able to add an organisation, this may be because of your user permissions. Reach out to a workspace administrator for them to add the organisation and give you access to it.
Step 3 - Create your first forecast
This is where you start getting into the main features of Futrli, starting with forecasting. There are three different types of forecasts that you can create.
1 year P&L
3 year cash flow
3 year cash flow with due invoices
For more information to help you get familiar with forecasting and creating forecasts, use our guides below.
Example of creating a forecast
Example of creating a forecast
In this example, we're going to create a new 1 year P&L using last year's actuals.
In your Futrli account, click the Forecasting tab.
Under Create a budget, forecast or scenario, you see the three forecast types to create.
Click the 1 year P&L option.
Select Create from last year's actuals.
Give it a name, then set the start date to be from the start of next month.
The forecast has now been created. No further action is required. We can now use it within a report.
What can I do with this forecast?
Add predictions
Add predictions
In a forecast, you can add new predictions against any account in your organisation, predicting future incomings and outgoings.
Publish
Publish
Any new forecast you create starts life as a draft. The creator of the draft is the only person with access to it. Nobody else can see it until the creator publishes the forecast.
After you publish a forecast you can reference it in a report, which we cover in the next step.
Export to Google Sheets
Export to Google Sheets
You can export your forecast via the controls dropdown. You can find this in the top-left corner of the window.
Reference in a report
Reference in a report
After you publish a forecast, when you create a report that references data from that forecast.
Step 4 - Create your first report
You have full control of the reporting functionality in Futrli. For example, what do you want to report on? What date range you want to report on? Do you want to compare multiple forecasts with your actual data, etc.
With the drag-and-drop functionality, how you design the report you create is up to you.
📌 TIP: If you don't want to start from scratch, there are plenty of templates options to choose from, including the option to create your own templates.
For more information to help you get familiar with reporting and creating reports, use our guides below.
Example of creating a report
Example of creating a report
Below we'll go over how to create a new report and reference data from the forecast you created and published in the previous section.
Click the Reporting tab, then locate the Create from section.
As an example, use the Portrait option in the Scratch tab.
In your new report, you'll see a menu bar on the right-hand side. In the Builder section of that menu are various display options.
For example, do you want a pie chart? A Line graph? Just a table? In our example, we'll use a bar chart.
Drag and drop the icon onto your report. You can then reposition and resize it.
You can then reference the forecast as you build the widget.
For more details on building widgets and referencing forecasts, view the following guides:
Step 5 - Delete test reports and forecasts created
You can delete any of the test forecasts or reports that you created.
Now you know the basics, you can start using Futrli to create reports and forecasts whenever you need.