Forecasting has never been as important as it is today.
As forecasters, our goal is to create more value to clients and businesses to prepare for the future. Productivity and efficiency are skills we must master to make an impact quickly and powerfully. In this video, you’ll see how to build models quickly, input data and prepare performance reports in minutes.
You'll also discover how to:
- Build a chart of accounts quickly using the Integrations module
- Use element groups to set up Element settings in bulk
- Design the right workflow and next series of steps i.e. when to enable actuals to ensure the fastest
- Use upload forecast data to bring in the forecast figures via Excel
- Bring in actuals figures and opening balances using the Integrations module
- Streamline your reporting process using reports stacks
- Streamline the “look and feel” of reports using branding and image templates