Setup and configure forecasting plan
All you need to do here is just let us know what would be the start month of the fiscal year, plan start date, and length of your financial plan.
Tip: All these assumptions (i.e. start month of the fiscal year, plan start date, and length of your financial plan) are one-time settings, Upmetrics won't let you change these parameters in the future. To configure your plan accordingly.
These steps show you how to set up financial forecasts:
After creating your workspace, Click on Finance Modeling tool to initiate and complete setup:
Enter the Start month of the fiscal year, plan start date, and duration of your financial plan, and click on the Next button.
After setting up your plan, Learn more about preparing a forecast by entering revenue(Sales), expenses, personnel, funding, assets, dividends, and taxes.