Improve your (cash flow) forecasting with tracking categories
We’ve launched tracking forecasting for more accuracy over your (cash flow) forecasting and reports!
- Accuracy: create snapshots and comparisons
- Control: track individual forecasts and budgets
- A full view: dive deeper into your data
- Snapshots: see where a business stands at a glance
- Comparisons: manage data side-by-side
- Precision: filter your data by category
This update gives you the option to track individual forecasts and budgets with your individual tracking categories. Manage specific tracking options, metrics and predict the growth or decline of those metrics within a larger context.
Your category options are endless - define your categories as suits you and choose your own tracking category name.
Get a granular view of your business data
Tracking forecasting is your secret weapon when you need accurate forecasts and reports on key revenue and cost centers across a business. Managing your active tracking categories gives you additional control and accuracy in your forecasts. Create accurate snapshots and comparisons, so you can stay in total control and dive deeper into your financial information. Choose the tracking option that suits you.
Futrli plugs into Xero - use Xero tracking and Xero tracking categories to improve your forecasting. Track sales and expenses with your tracking categories set to match your needs. This enables proactive business decisions based on high-quality insight.
Control your financial information
Use tracking to look into the future, as well as the past, providing a more granular basis for decision making.
Along with the tracking card, we can now filter any of our existing cards by tracking category. For example, if you want to see how one project is performing against forecast, add a comparison card and filter it by the relevant tracking code. Any untracked forecasts will work as before, and any tracked forecasts you set up won’t alter your existing forecasts.