How to reset your finance data?

Keeping your business plan’s financial data current is crucial in an ever-evolving market environment. The "Reset Financial Data" feature permits users to reset their finance forecasting module.

This essential tool guarantees the relevance and accuracy of your financial planning, aligning it with your immediate strategic goals.

Reset Your Finance:

There are 2 effective ways to reset your finance forecast data within the software:

From workspace setting

1

Go to the Workspace Settings and under the  settings section find the Reset Financial Data option. Click this to begin the reset process.

2

Upon clicking, A warning popup will prompt you for confirmation. Type the name of your workspace into the provided field to verify your intent.

WARNING: Resetting your finances will delete or clean all your planned as well as actual financial data and allow you to start from scratch.

3

Once you've correctly entered the workspace name, The Ok, Reset option will be activated, and click on it to reset your finance data. 

Following the reset, you'll be redirected to the  Financial Forecasting Setup page to reconfigure your financial projections.

Via finance forecasting module

1

Open the Finance Forecasting module and access the Settings option. Look for the Reset Financial Data option and click it.

2

A confirmation popup will appear. Enter the correct workspace name and click on the Ok, Reset to proceed with resetting your finance data and redirect to the setup page for financial forecasting.

Now, Follow the steps to Forecast your finance. For more details, read Getting Started Financial Planning and Forecasts.