Setting up your Dashboard

How to add a new Dashboard

Your insights start here!

Written by Hannah Dawson

Creating a new board

Your insights start here!

Written by Tom Mimnagh

How to delete a Card

Written by Ross MacLeod

How to rename a Board

Written by Ross MacLeod

How to view a Card in Full screen mode

Using Futrli’s Full Screen Viewer you can view a Full Screen version of your report without needing to adjust your Board’s layout. This allows you to focus in on the details of your business more clearly.

Written by Ross MacLeod

Creating Cards

Adding new Cards – an overview

The big overview reports that you need for your business are 3 clicks away.

Written by Hannah Dawson

Adding your first Card (Report)

In this guide we’re going to be walking through how to add a Card in Futrli for the first time. Cards are the building blocks for every report in Futrli. Each is a unique, custom report which can be tailored to suit your reporting needs.

Written by Ross MacLeod

Adding and Editing Card Templates

Futrli Card Templates allow you to quickly add one of many pre-configured reports and tailor them to your Organisation’s needs. In this Guide, learn how to select Cards from the Card Library and edit them to display your data.

Written by Ross MacLeod

The Pre-Configured Cards

Benchmarking Cards

If you create a consolidated organisation, combining multiple entities into one group, you can assess performance of these organisations, side by side.

Written by Hannah Dawson

Comparison Cards

These gems give you comparative insight into how you are performing against last year, forecast, budget, or two scenarios.

Written by Hannah Dawson

Proportion Cards

Used sparingly you’ll get some clear insight over key metrics with these

Written by Hannah Dawson

Report Cards

The workhorse card that you will use A LOT!

Written by Hannah Dawson

Snapshot Cards

How are you performing up until today?

Written by Hannah Dawson

Text Cards – annotate your findings

Great for communication and collaboration as well as your note taking!

Written by Hannah Dawson

Tracking Cards

If you tag your transactions by job, region, department, sales person etc, you can get insights in Futrli beautifully

Written by Hannah Dawson

Video Cards

If you want to make a kick-ass presentation using your Dashboards in presentation mode, you can include video content too!

Written by Hannah Dawson

Using the Formula Builder

Adding your first Formula

You can create your own custom KPIs and formulas using Futrli’ Formula Builder. Build complex calculations or simply select an individual line – financial or otherwise – to report upon. It’s up to you.

Written by Ross MacLeod

Can I display a nominal code (account) individually?

Yes you can. You can pull out individual nominal codes/account lines using Futrli’ Formula Builder and add them to your report.

Written by Ross MacLeod

Amending the Dashboard Set-Up

Sharing your Reports with Others

Collaborating with your team, advisor or investors

Using the Share this Board option, you can share the Reports you’ve created in a live format. Any content that is shared as a Live Board will automatically update as changes are made to it by the Board Owner or by any User who has Write access to the Board

Written by Ross MacLeod

Helpful Tips

Can I do a Report that compares Income and Cost of Sales by Tracking category?

The graph of a tracking card only displays one item of data at a time. However, by using a formula, you can perform calculations that enable you to see the relationship between multiple items in one graph.

Written by Matthew Cawthra

Top tips for Cards and Boards (Adding Boards & Cards, Bulk editing, Presentation mode & Duplication)

There are always top tips for using a nifty piece of software and here are a few!

Written by Hannah Dawson

How to find a Board from the My Boards section

Any Boards that you create or which are shared with you will be stored within your My Boards area. You can select a Board to view or to make changes to it by selecting My Boards and then the Board you wish to access.

Written by Ross MacLeod

How to use Presentation Mode

Presentation is everything. This display style really focuses the audience and will change how you hold board meetings forever.

Written by Matthew Cawthra

How Do I Calculate Cumulative Data from the Start of a Report Rather Than The Start of an Organisation’s Data

Written by Matthew Cawthra

Reporting on a 4-weekly Period

Using Futrli’s flexible date options you can quickly and simply select the appropriate date range for your report. In this guide, we’re going to walkthrough how we would display 4 weeks worth of data for a specific period, week-by-week, and then how we can display four weeks worth of data collectively in one report.

Written by Ross MacLeod