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Using formulas in Futrli
Using formulas in Futrli

How to use formulas.

Updated over 2 weeks ago

The formula builder in Futrli allows you to fully customise forecasts or data in a report. Formulas are available when creating predictions in a forecast or when building specific metrics in a report.

📌TIP: Use an 'if' formula to set predictions based on unknown circumstances.


Using a formula in a report

When building a report widget, you can use a formula to create specific KPIs.

Within the Builder tool, there is a Create formula button for you to select.

Example of a report widget builder which shows the 'Create formula' option.

When you type an @ symbol, the chart of accounts displays. You can reference any account categories, groups, individual accounts or drivers as part of a formula.


Using a formula in a forecast

In any forecast, you can use the formula method when manually adding a prediction. This method gives the Futrli user the option to customise a prediction, with almost unlimited options.

Reference account categories, accounts, groups, drivers, or even other predictions by typing '@'.

Example of a formula builder when manually creating a prediction.

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