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Share a forecast

How to share a Futrli forecast for others to view.

Updated over 2 months ago

There are multiple ways that you can share a forecast.

  • Publish the forecast so other users in Futrli can view it

  • Export the forecast to Google Sheets - Useful for sharing externally

  • Create and build a report showing forecast data


Publish a forecast

Every forecast you create is initially in a draft status. This means only the creator of the forecast can access it. They can publish a forecast to make it accessible to any user with access to the organisation in Futrli.


Export to Google Sheets

You can export a forecast directly from Futrli. This is how you can share a forecast with someone external who doesn't have access to your organisation in Futrli.


Display forecast data in a report

You can create and build a report to show forecasted data.

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