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Forecasts home

Navigate the forecasts area in Futrli.

Written by Futrli Support

The Forecasts area is where you create, manage and compare forecasts in Futrli.

You can compare forecasts, but the reports and dashboards tools are where forecasts can be compared as well

Create a forecast

From Forecasts, you can create the following forecast types:

  • P&L budget

  • 3-way forecast

For more information, view the create a forecast guide.


Manage your forecasts

The My forecasts tab contains all the forecasts you have access to.

Futrli organises forecasts by type and status:

  • Draft forecasts appear under Draft until you publish them

  • Published forecasts appear under Published

Depending on the forecast status, you can:

  • View or edit a forecast

  • Publish a draft forecast

  • Delete a forecast

  • Close a published forecast

  • Export a forecast to Google Sheets

  • Export a forecast to Excel


Performance comparison

The Performance comparison tab lets you compare multiple forecasts to help analyse forecast performance.

📌 TIP: Visit the Forecasts collection for more guides on creating and managing Forecasts in Futrli.

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