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Complete the forecast checklist

Use the forecast checklist in Futrli to track the recommended setup tasks for a forecast.

Written by Futrli Support

After you create a forecast, use the checklist to work through the recommended setup tasks.

📎 NOTE: The checklist varies depending on the type of forecast.

  1. Go to Forecasts, then open the forecast.

  2. Select Checklist.

  3. Select a checklist item to open the relevant area of the forecast.

  4. Complete the task.

  5. Return to the checklist, then select the checkbox next to the completed item.

Repeat these steps until you've completed all the recommended tasks.

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