Setup and configure forecasting plan

All you need to do here is just let us know what would be the start month of fiscal year, plan start date, and length of your financial plan. 

Tip: All these assumptions (i.e. start month of fiscal year, plan start date, and length of your financial plan) are one time settings, Upmetrics won't let you change these parameters in future. So configure your plan accordingly.

This steps shows you how to setup financial forecasts:

1

After creating your workspace, Click on Finance Modeling tool to initiate and complete setup:

2

Enter Start month of fiscal year, plan start date, and duration of your financial plan, and click on Next button.

3

After setting up your plan, Learn more about preparing a forecast by entering revenue(Sales) , expenses, personnel, funding, assets, dividends and taxes. 

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