When you create a forecast, Futrli provides you with a checklist in the top right that you can complete. This is to help ensure you've done all recommended setup tasks after you create a forecast.
📎NOTE: The tasks in a checklist differ depending on the type of forecast.
When you view/edit a forecast, click Checklist.
Click on each item to be taken to the area in product where you complete that task.
When you complete a task go back to the checklist and select the checkbox next to it to mark that you've done it.