Use the Client Tracker template to forecast recurring and one-off revenue for up to 50 clients.
Before you start
Before you begin, create an import Master Sheet and copy the Client Tracker template into it.
⚠ CAUTION: Don't:
Delete any rows or columns
Add any rows or columns. If you need more than 50 clients, use another Client Tracker template
If you change the template structure, create a new template, copy it into your Master Sheet again, and start over.
Open the Client tracker template
Open the forecast.
Select New prediction, then Import templates.
Select Open Master Sheet, then open the Client Tracker tab.
Complete the client details
Enter data into the white cells only.
For each client:
Complete the first recurring amount
Optionally enter a second recurring amount
Optionally enter a one-off amount
You can enter details for up to 50 clients in a single template.
📎 NOTE: Unlike some other import templates, the Client Tracker template has no hidden settings to complete.
Complete the account mapping
For each client:
Enter the client name in the Client column. This becomes the prediction name in Futrli
Select the appropriate account in the Account code column
The account you select determines whether Futrli imports the prediction as income or an expense.
Check the template
If a red cross appears, the required information is missing. Expand the affected rows and complete the missing fields.
Once complete, a green tick appears at the top of the worksheet to show the template is ready to sync back to Futrli.