Can I import an Excel sheet into the Finance Forecast?

Currently, we do  not have an option for direct import/ upload of Excel/ Google/ Sheets or a finance model into the Finance Forecasting module. We understand that many users manage their financials in spreadsheets, but as of now, it’s not feasible to upload or sync those files directly within the platform.

However, you can  easily transfer your data from an external Excel file by simply copying and pasting it into the corresponding fields. The platform offers intuitive forms and inputs that allow you to manually enter values such as revenue, expenses, and other forecast elements.

TIP: You can directly edit your financial figures on the forecast sheet. Check out this help guide to learn how.

Once your data is entered and saved, the system will automatically convert it into a structured financial forecast, displayed in an Excel-style sheet. You’ll be able to see how your data translates into projections and reports. If you need to make changes, you can continue editing the forecast directly in the Finance Forecast module.

This allows you to input your data and generates an editable forecast for you automatically.