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🚀 Management Reporting and Forecasting – the Ultimate Guide
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Futrli's February 2024 Release

Today's release will help you get your jobs done!

And we've packed in a lot more, too. Watch the video below or read down for the latest from our team.

A new home screen

  • With your last 12 months' performance chart
  • Insights area and email - turn on now!
  • Quick links for reports, dashboards and forecasts you use frequently
  • Last sync time and sync now option
  • All users that have access to your business and inviting users trigger
  • Guided flows…

Guided flows

  • Creating reports and forecasts just got easier
  • Step-by-step guides as you build reports, budgets or forecasts for the first time, helping you with the job you need to get done

Forecasting home screen improvement

  • With new options for creating forecasts, budgets or scenarios
  • Last year’s actuals method for all types of forecasts
  • New 3-way cash flow forecast or budget type with due invoices and bills as an option

Forecasting improvements

  • Traffic light confidence scores for auto-predictions
  • At a glance, auto-prediction explainers
  • Auto-predictions have also had an upgrade for even better accuracy
  • Checklists for budget, scenario or cash flow forecast creation

Performance area and reporting enhancements

  • The performance area now has moveable tabs
  • P&L, cash flow and BS dashboards in performance can be edited/removed
  • Dashboards can now be favourite'd and saved in the new Performance area
  • Extra widgets in reporting (including the customers & suppliers table from the performance pages)

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