Updating/ adding financial figures in the forecast sheet

In any business plan, accurate financial forecasting is key to understanding your company’s future performance. The platform allows you to take full control of your financial data by enabling you to update or manually input figures directly into your forecast sheet. Whether you’re working on revenue, expenses, staffing, loans, or other financial items, you can enter your own numbers to reflect realistic expectations based on your strategy.

When you enter figures into any cell on the forecast sheet, you’ll see automatic updates across your financial projections and reports. This gives you full control to fine-tune your numbers and align them with your business goals. Whether you're updating for new expenses or changing revenue forecasts, there’s no need to rework the entire spreadsheet.

This guide will walk you through the steps to add or modify figures for each financial item within the forecasting module.

Steps:

Let’s say, if you’d like to modify the figures for a revenue item, follow these steps:

1

Go to the Finance Forecast module from your workspace, then navigate to the Revenue finance stream.

2

Find the specific revenue item you want to update, and click on the Edit icon next to it.

3

A pop-up will open displaying the forecast sheet for that item.

Here, you can double-click on any editable cell, such as Growth Rate, Units, Price, or Revenue, to enter or update your own figures.

Once you make your changes, the system will automatically update the future projections based on your inputs.

TIP: The forecast sheet doesn’t currently support adding or updating formulas. But you can copy figures (e.g., unit, price, or growth rate) from your own Excel or Google Sheets and paste them into your Upmetrics forecast sheet cells.

4

Here’s a quick preview of how the update works in action:

5

Just like revenue, you can update or enter figures for other financial streams, such as Cost of Sales, Operating Expenses, Personnel, and other financial streams.

Updating your numbers is quick and easy. Whether your business is growing or changing direction, you can adjust your forecast anytime to keep things current.