A Rolling forecast is one of the forecast types available in Futrli. It combines profit and loss, balance sheet and cash flow forecasting with unpaid invoice data from your accounting software.
When you create a new forecast in Futrli, one of your options is a 3 year cash flow with due invoices.
About rolling forecasts
A Rolling forecast includes:
Sales
Costs
Expenses
Other P&L
Assets
Liabilities
Profit & Loss
Balance Sheet
Cash Flow Statement
Unlike the other forecast types, a Rolling forecast also includes unpaid invoices from your connected accounting software.
Supported accounting software includes:
Sage Accounting
Xero
QuickBooks Online
You can adjust the expected payment behaviour of unpaid invoices to produce a more detailed short and medium-term cash flow forecast.
đTIP: For more information on the other two forecast types that you can create, and the differences between them, click the guides below:
What you can do
With a Rolling forecast, you can:
Add predictions
Share the forecast
Publish the forecast
Lock the forecast to prevent further changes
Create a rolling forecast
Open the Forecasts tab, then select Rolling forecast.
For step-by-step instructions, check the create a forecast guide.