00
Days
00
Hours
00
Minutes
00
Seconds
Learn how to make everyone a forecasting hero in your team ⭐ FREE webinar: Sign up
Register Now!

3 ways to give clients a 360° view of their business

Forecasting Cloud-based forecasting shows you under the hood of a company, in real-time. That’s exactly what your clients need to move forward confidently. Each department and area of your business needs constant monitoring. Pulling data in from the cloud means information is accurate.

1. Forecasting

Cloud-based forecasting shows you under the hood of a company, in real-time. That’s exactly what your clients need to move forward confidently. Each department and area of your business needs constant monitoring. Pulling data in from the cloud means information is accurate.

A 3-way cash flow forecast, built using the P&L, balance sheet, and cash flow statement, is the best way to predict the future of a business. Taking cash flow forecasting to the next level, tracking forecasting is your secret weapon when it comes to accurately cash flow forecasting and reporting key revenue and cost centers across a business.

Tracked forecasts can be used in dashboards to create accurate snapshots and comparisons, so you can stay in total control and dive deeper into your financial information.

Forecasting

2. Key Performance Indicator (KPI) measurement and the benefits of performance indicators

Your clients know their businesses inside out, but measuring key performance indicators (KPIs) will help you dig even deeper into it. Departmental measurement of key performance indicators (KPIs)  will show you how each part of a business is performing, so you can spot areas that might need nurturing before they get worse.

You’ll be able to manage your clients based on factual data, identifying the gaps in their knowledge. The educational impact of monitoring KPIs such as their business's gross profit margin is a bonus: your clients and their staff are going to learn a lot about their business and accounts. KPIs often provide a ‘lightbulb’ moment, as they’ll see their business into manageable portions, driving change positively.

The real-time data that the process of performance indicators (KPI) measurement provides allows you to steer clients’ trajectories throughout the year. This is a huge benefit, as you’ll be able to identify issues in an organization as they happen – sometimes even before they happen.

KPI measurement

3. Detailed transactional data

Clients need a full, granular view of the transactions going on in their businesses. Seeing this level of detail means they’ll never miss a payment, and all data will apply to your forecast, increasing its accuracy. Invoices synced with cloud accounting packages like Xero, QuickBooks Online, and MYOB are synced, so there’s no extra effort either.

Clients will get a great view of the crucial elements tied to invoicing:

  • Money owed to clients
  • Net cash impact/ income statement
  • Money clients owe
  • Invoices summary table

We’ve also included risk assessments – which run off how on-time/late payments are made – and a dependency factor, which shows how much your business is relying on the invoiced company to pay up.

This gives you a really strong idea of which areas of your business might need nurturing and shows you when the time might come to drum up new business.

Start your free trial

Let informed predictions and powerful reporting guide your business. Be ahead of the curve with Futrli.

Get business advice here

Our blog holds tips, how to’s and general business advice.

Accountants

How to sell accounting advisory services and add value

Discover how to sell accounting advisory services and add value with strategic insights. Learn practical tips and success stories, and leverage Futrli tools.

Accountants

How to sell accounting advisory services and add value

Discover how to sell accounting advisory services and add value with strategic insights. Learn practical tips and success stories, and leverage Futrli tools.

Business

Payroll legislation changes 2025: What businesses must know

Stay ahead of 2025 UK payroll legislation changes, including NIC, NMW, SSP & SMP updates. Understand the financial impact and ensure compliance.

Business

Mastering cash flow in Hospitality: A Guide for resilient growth

Learn how to manage cash flow in hospitality, forecast trends, and keep your business financially stable with smarter planning and real-time insights.

Business

Managing construction cash flow for resilience and growth: A comprehensive guide

Cash flow management is the backbone of every construction business. We explore solutions to keep your finances resilient

Business

Best Cash Flow Forecasting Software for Small Businesses

Discover the best cash flow forecasting software for small businesses. Get real-time insights with cashflow forecast tools and simplify financial planning today

Business

Cash flow forecasting: Why it’s critical for SMEs across all industries

Discover why cashflow forecasting is vital for SMEs in industries like construction, retail, and hospitality. Plan ahead and thrive with Futrli’s tools.

Accountants

5 tips on how to train your accountant staff to deliver advisory services

As compliance work becomes increasingly automated, clients seek more value from their accountants. Here’s how to train staff on how to deliver advisory services

Accountants

Why accountants need to embrace advisory (and how to sell it effectively)

Automation and artificial intelligence are transforming accounting. Advisory work is emerging as the next step for accountants looking to stay relevant.

Business

Chancellor Rachel Reeves's first Budget raises taxes on business but softens the blow with targeted support

At Futrli by Sage, we’re here to help you make sense of all things Autumn Budget

Business

Preparing for Big Shifts in 2025: How Futrli Can Help You Handle Rising Wages, National Insurance & Tax Costs

The Autumn Budget has introduced key changes for small businesses, here’s how Futrli can help you manage these budget changes effectively.

Accountants

How Deborah Whitaker from Not Just Numbers Uses Forecasting to Transform Small Businesses

In a recent webinar, Deborah (Debbie) Whitaker, Founder and Director of Not Just Numbers, shared her approach to delivering effective forecasting services.

Futrli News

Futrli's February 2024 Release