Once you've built your Board, you'll need to add some Cards!
Cards are your reports. They are a key feature within Futrli Advisor, providing a huge variety of customisable options to display a huge number of different metrics so that you can get the information that you need for your business. Before we look at the different Cards available to Futrli Advisor users, let's show you the basic steps of how you add a Card to your Board.
If you navigate to the 'Boards' section, across the top menu you'll see a button marked 'Add Card'.
Clicking 'Add Card' will bring up a menu, showing the different types of template available:
There are three sections:
- 'Build Your Own'
- 'Operational KPIs (Profit & Loss)'
- 'Cash/Assets/Liabilities (Balance Sheet)'
The latter two categories have pre-built templates for your convenience, while build your own has a variety of Card templates for you to build from scratch to your specification.
The process of adding a Card is similar regardless of what Card you choose, but for this example, we'll select a new 'Report' Card from the 'Build your Own' section to show you how simple it can be:
Once selected, you'll see the data set available for you to customise, and three tabs - 'Settings', 'Report', and 'Columns'. In 'Settings', you can select the Organisation, whether you want to use 'Actual', 'Forecast', or 'Forecast and Actual' data (you will need to have created a Forecast to use forecast data within your Cards), as well as your chosen date range:
In 'Report', you can select how you would like the Card to display and what data you might want to display. More detail on formulas and how to use them within your Card can be found here:
Finally, in the 'Columns' tab, you can get even more granular on how columns appear in your report:
In the top right of every Card, you'll see the 'Done' and 'Remove' buttons. Clicking 'Remove' will generate a dialogue box which will double-check you are sure your intention is to remove the Card. Clicking 'Done' will flip the Card and you'll see your Card displaying on your Board:
You can resize and reposition Cards on the Board. Click and drag the edges of the Card to resize, click and drag the top of the Card to reposition:
Of course, you can change the settings on your Card at any time by clicking the cog in the top right-hand corner to flip the Card back around to display the data settings.
Alongside the cog you will also see the three dots which can be used to export your Card to Excel or CSV, as well as duplicating or removing the Card There is also an option to export to PDF and to activate Presentation Mode:
It really is that simple to add a Card to your Board and begin getting accelerated, real-time insights into your business!