Snapshot Cards

How are you performing up until today?

Written by Hannah Dawson

The Snapshot is brilliant at showing you how you are performing on 5 key metrics in a given period up until today. 

Add Snapshots either from the Build your own section or by hitting one of the templates

Add the Card > Give the Card a title > “Revenue KPIs up until today” > Choose Monthly > Choose Income

 This image below, highlights the settings, the presentation and the detail on the card.

You are presented with 5 essential insights

Revenue for the current period up until today 

The forecast for revenue for the month up until today.

How you are performing against your forecast target. 

How you are performing today in comparison to last month for the same period.

How you are performing today in comparison to last year for the same period. 

It’s a really simple, but a hugely insightful card and one that you can check anywhere – on the move, in the office, at home or over coffee in the morning on your smartphone. Futrli is designed responsively to work on every device without the need to download an app.

There are, of course, many permutations that this Card can take, so we recommend that have a play and see how you can apply these insights to your business.

Next: Report Cards

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