Take control of your data with tracking forecasting

We’ve launched tracking forecasting for more accuracy over your forecasts and reports! Benefit from: 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 […]

Ron Pearson

Improve your (cash flow) forecasting with tracking categories

We’ve launched tracking forecasting for more accuracy over your (cash flow) forecasting and reports!

Benefit from:

  • 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.

Filtering forecasts by tracking category
Filter forecasts by tracking category and use linked forecasts to combine tracking categories into 1 scenario.

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.

Futrli plugs into Xero - use Xero tracking and Xero tracking categories to improve your forecasting.

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.

We can help

If you’re interested in discovering more about this, or want to learn more about how you can grow faster with better, instant prediction information.

Learn more

More from the Blog

Futrli has been acquired by Sage!

Sage's acquisition of Futrli is part of its continued strategic approach to support accountants from proposal to advisory services.

Read story

What is a Purchase Order (PO) Number? Everything you need to know

PO Numbers are a crucial detail required for Purchase Orders and Invoices, helping identify and manage your customers purchase journey.

Read story

Total Cost: Formula, Definition & Examples

Identifying your Total Cost can be crucial in understanding your business's profitability. Learn how to properly evaluate your Total Cost performance.

Read story