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Financial Plan
Understanding how Financial Plan works
Understanding how Financial Plan works
Updated over a week ago

The Financial Plan is a powerful tool designed to assist you in crafting precise financial reports, predicting your cash flow, and accurately calculating profit and loss projections (P&L).

Using this tool is incredibly straightforward. Simply input your revenue and cost items, and our system will automatically perform all the necessary calculations and generate financial projections for you. If you happen to be using a template and wish to remove all template-related items, you can do so effortlessly by clicking the "Delete" button. Moreover, you have the flexibility to customize default financial parameters by accessing the Financial Settings section.

Once your financial forecast is complete, you have the option to share it with collaborators or export it to Excel or PDF formats for your convenience.

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