Preview Changes will not be visible to customers until published.

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 from Upmetrics 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.

1
Go to the settings in your workspace and find the Reset Financial Data option. Click this to begin the reset process.

2
Confirm your decision to reset by clicking on Yes, Reset when prompted by the popup box.

3
Following the reset, you'll be redirected to the Financial Forecasting Setup page to reconfigure your financial projections.

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

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us