Futrli Ideas Portal
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Ability to upload and sync driver data
Ability to upload and sync driver data in the same way that a forecast can be synced using Google Sheets.
Created 08 Mar 10:48
Data input
0
Great idea- we're working on it!
16
Vote
Include Historical Cash Flow figures in reporting
Can you add the ability to present a cash flow statement for prior periods? Currently only forward looking cash flow data can be used in reporting.
Created 19 Apr 04:24
Reporting
1
Great idea- we're working on it!
12
Vote
Read Only Access Level
Can you restrict the Guest role to read only access? Clients can then be invited in without the ability to make edits.
Created 24 Jan 01:51
People
2
One for the future
11
Vote
Assumptions Report for budget approval
When an annual budget is submitted to a board, committee or even the business owner it is necessary to include an assumptions report on how you calculated the forecasted figures.
Created 05 Mar 23:08
Budgets & Forecasting
0
Great idea- we're working on it!
10
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Have ability to show lines and bars on the same graph.
Can you add dual y axis capability and be able to show lines and bars on the same chart?
Created 02 Mar 23:25
Reporting
0
One for the future
7
Vote
Add a year to date column on a variance report comparing actuals to budget
I There should be a year to date option when you add the variance columns comparing actual vs budget. Or at the very least an option to have a separate table showing the year to date variances.
Created 29 Sep 10:33
Reporting
1
Great idea- we're working on it!
9
Vote
Include a Year to Date (YTD) option in Reporting
It would be useful to have a YTD option to drag into the X Axis field in reporting. This will be good for year on year comparisons.
Created 12 Apr 03:05
Reporting
0
One for the future
7
Vote
Percentage Progress Tracker (Actuals against Budget)
This is already available in Advisor. It helps clients track their actuals progress against their budget goals.
Created 27 Apr 04:15
Reporting
2
One for the future
1
Vote
Dedicated Forecasts page
Could we have a dedicated Forecasts page (like it was in Futrli Advisor?)
Created 13 Dec 05:03
Budgets & Forecasting
0
One for the future
1
Vote
Consolidations - Group by identical name
Could we please add the option of "group by identical name" for consolidations as this was the case in Futrli Advisor?
Created 12 Dec 03:27
Settings
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We do this already!
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