Boards are the blank canvas on which you will display your insights!
Creating a board is a simple process that will get you well on the way to getting better business insights.
Boards can operate as your live business plan, giving you the ability to monitor daily a customizable range of metrics, which if connected to a cloud-based accountancy package, will update on a daily basis.
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To create a board, navigate to the 'Boards' section of Futrli Advisor:
Within this section, you'll be able to locate any existing boards, as well as being able to create a new one! You'll see the menu bar at the top of the page, the option you need to click on to create your new board is 'New Board'.
You’ll instantly be taken to your new board! It's now ready for you to name (just click into the title to rename) and to add some cards!