Consolidated Organisations in Futrli Advisor are the option to bring together data from two or more Organisations, into one consolidated view.
How do I create a Consolidated Organisation?
A Consolidated Organisation can be created by any Admin or Account Owner. For a full break down of the process, please see the following Help Guide!
Can I create a Forecast for a Consolidated Organisation?
You can build a Forecast for a Consolidated Organisation in the same way as you can build a Forecast for a single Organisation. The Forecasting section of our Help Centre will give you a variety of information, just click here!
Can I create reports against a Consolidated Organisation?
Cards and Printed Reports can reference Consolidated Organisations just as easy as they can reference single Organisation!
If you would like any further information on Consolidated Organisations, just pop a message through to our Support Team who are always happy to help!
Please note, there are additional charges for each Organisation that is consolidated within a Consolidated Organisation. Each individual Organisation added is charged at £5 + VAT per month. If you would like confirmation of pricing, please contact our Support Team here.