Futrli Ideas Portal

Could we please add the option of "group by identical name" for consolidations as this was the case in Futrli Advisor?

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.

Can you restrict the Guest role to read only access? Clients can then be invited in without the ability to make edits.

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.

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.

Can you add dual y axis capability and be able to show lines and bars on the same chart?

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.

This is already available in Advisor. It helps clients track their actuals progress against their budget goals.

Attached is an example of the type of industry data that’s useful to benchmark against my client’s data / key ratios. I use these with my clients, and at the moment will need to buy the data externally and add them to reports manually in Futrli. I...

When report drafts are made, are they only visible to the person creating them. A number customers say that they often collaborate on reports so need draft access jointly before publishing (where clients will see it prematurely)