5 steps to success with Futrli : Step 1 – Creating your first dashboard

You’ll create your first dashboard in 5 easy steps

Written by Hannah Dawson

By the end of the 5 steps, you will have:

  • Found out a lot about your business
  • Already completed your entry training

What we do and how you’ll use Futrli

FutrliĀ combines the best of Business Intelligence and Forecasting to give you a 360-degree view of your finances.

We run all of our business operations on Futrli, and couldn’t live without it. It’s easy to use, and provides essential insights into the past, present and future of our business, and it can for you too.

So, lets take a step-by-step look at how to create your first board and start getting insights for your business.

Creating your first Dashboard

Your dashboards (or boards as we call them) have multiple uses. To get the most out of them you need to have a focus for what insights you want to get from them, and to do that, you need to know which Card (reports) are going to get you there.

Dashboards can and should be your live business/action plan. As data flows through every day, from Xero, QuickBooks or whatever cloud accounting software you use, the insights you receive are always the up-to-date picture, even at a glance. So, you’re always ready to take that next step, pivot because something has come from left field. Put simply, you are in control.

You’re going to:

  • Create a new Dashboard (Board)
  • Add 4 different types of reports (Cards): find out why, and get lots more insights from them
  • Build 2 forecasts

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