FUTRLI Demo Data Explained

To help ensure you get the most out of FUTRLI, every Accountant who signs up is given industry-specific Demo Boards and Organisations, which you can use as examples with your clients.

Written by Ross MacLeod

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To help ensure you get the most out of FUTRLI, every Accountant who signs up is given industry-specific Demo Boards and Organisations, which you can use as examples with your clients.

Demo Boards

After signing up, you’ll find a Folder in your Board List entitled Example Reports. Here you’ll find example Boards and industry-specific Reports, which you can use to demonstrate FUTRLI to your clients:

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Simply click the Example Reports folder to expose your list of Demo Boards:

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And then select the Demo Board you wish to view:

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Whilst you can edit these Reports or use them as a guide when creating your own, please bear in mind that many of the KPIs used refer to nominal codes or to non-financial data which is specific to our Demo Organisations. Formulas in FUTRLI are name-specific, which means you may therefore need to make some adjustments if you wish to use a Card again with your own data.

Editing a Formula

In the below example, we’re looking at a Wages to Sales Formula:

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This Formula has been created for an Organisation which has a Direct Wages line and an Income category. Any Organisation we use this Formula with will need to have a Direct Wages line too, otherwise our calculation will become (0) / Income. If we want to use it with an Organisation which doesn’t have a Direct Wages line, we can do so by simply changing our calculation so that the appropriate salaries line is referenced instead:

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Demo Organisations

As well as Demo Boards, you’ll also find Demo Organisations:

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You can use these to create your own example Reports. We recommend using either the Accountancy Example, Recruitment Example, Restaurant Example, Retail Example or Sales Example Organisations for best results.

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FUTRLI Demo Data Explained