How to Export Your Finance Forecasting Data to Excel?

Upmetrics simplifies the process, allowing users to download detailed financial reports in Excel format from the "Finance Forecasting" module. Whether you're tracking revenue streams, managing expenses, or evaluating financial health through various reports like Profit and Loss or Cash Flow, Upmetrics simplifies the process.

This capability ensures that critical financial data is readily accessible for analysis, sharing, and strategic planning.

1

Log into your Upmetrics account and navigate to the Finance Forecasting module.

2

To download a specific financial stream Excel report, choose the relevant financial stream, such as Revenue, Cost of Sales, Expenses, or Working Capital.

Click on Planned to proceed with the specific forecast you're interested in. Click on the Download option to export the finance report as an Excel sheet.

3

For detailed reports encompassing Profit & Loss, Balance Sheet, Cash Flow, Brea Even, Ratio Analysis, and more, Upmetrics provides a direct download option.

4

By clicking on the "Download Reports" option, a pop-up window will appear. In this window, you can select the years and specific reports you wish to download.

You can choose multiple years simultaneously if needed. You can easily choose all the reports or years by simply clicking on the 'Select All"  button.

Additionally, you can select the format from the dropdown menu, which offers options for Monthly, Quarterly, or Yearly projections.

5

Once you have made your selections, click on the "Download Reports" option. The system will start downloading the report in Excel format.

Explore Setting Option:

In the Finance Forecasting module, With the Setting Option users can customize how they want their reports to appear in Excel.

• Show Detailed Report: This option allows users to include more detailed financial data in the report, providing a comprehensive view of their financial forecasting.
• Show Currency: When enabled, this setting displays the currency symbol alongside the financial figures, making it clear which currency the numbers are in.
• Negative Number with Red Color: This feature highlights negative numbers in red, making it easier to identify losses or deficits at a glance.
• Negative Number with Parentheses: Alternatively, users can choose to display negative numbers enclosed in parentheses, which is a common accounting practice to indicate negative values.
• Show Formatted Numbers: This option ensures that numbers are formatted with commas, decimal points, and other formatting features to enhance readability.