Bringing Everything Together
If you have followed the previous steps in this guide, you should now have completed the following tasks
- Got your organisation set up and connected.
- Created your first board and added some cards to it.
- Built your first forecast from last years actuals.
- Created a variation on your forecast.
With the above steps completed we are well on our way to having a killer dashboard to help us understand our business in a new light.
You are up and running with Futrli, let's keep learning with some of the below projects:
- Get some essential alerts set up so that we can monitor your business for you.
- Organise the chart of accounts to make it really meaningful for you and your team.
- Create an initial, more reflective forecast so that you really know where you are going.
- Get visualising your business possibilities on your boards.
- Invite your team/stakeholders/bank manager/advisor to the party with live updating dashboards that you can collaborate on.
Your business will change over time, and with Futrli you can be ahead of the curve, and we are flexible enough to change with you! Please let our support team know if you need any help with anything – we are always on hand!