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Publish a forecast

How to convert a forecast from 'Draft' status to 'Published' so other Futrli users can see it.

Updated over a week ago

Every forecast you create is initially in draft status by default. This means only the creator of the forecast can access it.

📌TIP: Use our Draft vs Published forecasts guide to find out more about the differences between forecasts in a draft or published state.

When you publish the forecast this makes the forecast accessible to any user with access to the organisation the forecast is for. They can find the published forecast within the Forecasting tab on the left.

Screenshot of the Forecasting page in Futrli, with an arrow pointing to an example of a published forecast in the left.

📌TIP: You can keep the report to yourself by leaving it as a draft. Even when in draft you can still export it to Google Sheets.

Staying in 'Draft' just means only the creator of the forecast can find it and access it when logged into your organisation in Futrli.

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