Navigating the Page – Forecastr

Welcome to Forecastr! In this article you will learn the basics about how to navigate our powerful financial modeling tool.

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Please note that our application is currently in Beta, so features are subject to change as we continue to build incredible tools for you!

Tabs

At the top left of your screen you will see tabs. These will help you navigate to the main areas of your model.

The Dashboard tab is where you can find the visuals generated from your financial model.

The Assumptions tab is where you create and edit your financial model.

The Financials tab is where your model’s Income Statement, Balance Sheet, and Cash Flow Statement are generated.

Sharing, Scenarios, and Settings

At the top right corner of your screen, you will see some helpful menus.

The Share Button allows you to manage and share access to your tab/model/etc.

The Scenario Dropdown lets you switch between different scenarios for your model.

The Company Dropdown appears for users who have access to multiple companies.

The Company Button gives you access to additional settings for your company.

The User Settings Button gives you access to your specific Forecastr account.

Formula Bar

Directly below the top bar of your screen, in the Assumptions tab, you will see the Formula Bar along with the settings button for your Metric (each row in the model is called a Metric). We have a separate article that explains what each button does and how to build formulas, but know that this is a vital section of your page that you will frequently interact with when building your model.

Data Table

The Data Table is where your financial model lives! It has a few core features:

A Sidebar that includes buttons for Section Navigation, Scenario Constants, View Settings, the Audit Log, a CSV Download, and Scenario Issues.

Sections that organize your data. The default sections are:

Customer Acquisition - Methods for acquiring new customers..

Revenue Streams - How you monetize your customers.

People - Your hiring plan.

Expenses - Any operational costs outside of hiring.

Assets - Items on the assets side of the balance sheet, such as fixed assets (vehicles, equipment, etc.).

Liabilities - Items on the liabilities side of the balance sheet, such as long-term debt.

Equity - Items on the equity side of the balance sheet, such as investments.

Metrics that make up each row of your model.

A Plus Button beside each metric/section that adds a new nested metric underneath it.

The Start Column that houses all the starting values of metrics in your model. We will dive into the specifics of this in the "Input Rows" article.

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Pro Tip: Take your time as you navigate through Forecastr and always make sure to reach out to our amazing Analysts if you ever need any help!