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Dashboard

Using your dashboard, productivity tools and features.

๐Ÿ“Š Dashboard

Your Dashboard is the central hub for managing all your feaso's in one location.


๐Ÿงช Demo Projects

On the dashboard, youโ€™ll find the Demo Projects tab. Weโ€™ll be adding more in the coming weeks. Use it to:

  • View a complete project setup.

  • Understand how costs, funding, and profits connect.

  • Duplicate a demo project as a starting point for your own feasibility.

Quick Tour: Demo Project


โž• Adding Projects & Scenarios



๐Ÿค– Feasly Assist

  • Preloaded Cost Suggestion
    Enable Feasly Assist when adding a scenario to automatically load common cost line items.
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  • Customise Freely
    You can delete, edit, or add items at any time โ€” giving you a fast, flexible starting point.
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โš™๏ธ Managing Projects & Scenarios

You'll find the action icons on the right-hand side of your Dashboard.

Add Icon

Click the Add icon to:

  • Add New Scenario: Quickly add a new scenario to any project.

  • Duplicate Scenario: Clone a scenario to test different assumptions without affecting the original.

  • Duplicate to New Project: Use a scenario as a template and copy it into a new project.


Export Icon

Click the Export icon to:

  • Download & Customise PDF/XLSX Report Options: Select the scenario, choose the report type, and tick checkboxes to include or exclude sections.
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  • Update Contact Details & Logo: Update your contact information and logo in Account Settings โ€” these appear on the title page.
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  • Report Ready: Click Download. Your report will download to your computer based on your default download settings.

Note: More report formats are on the way. Let us know if you have specific requests.


Share Icon

Share projects and selected scenarios with anyone, manage access, and transfer ownership.
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Click the Share icon to:

  • Share with Any Feasly User: An email will automatically send to the recipient.
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  • Share with Email: Non-Feasly users receive a signup link to access the scenario.
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  • View-Only Access: Recipients can view live updates but canโ€™t edit or re-share. They can duplicate the project into their own workspace.
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  • Transfer Ownership: Give full control to another user. Your access becomes view-only.


๐Ÿ—ƒ๏ธ Archive Section

Click the Archive icon to:

  • Hide Inactive Projects: Move a project out of your active Dashboard view.
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  • Restore Archived Projects: Archived projects arenโ€™t deleted and can be restored at any time.
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  • Delete Archived Projects: You can permanently delete a project from the Archive section if no longer needed.
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๐Ÿ†˜ Feasly Help

  • Tooltips: Hover over icons in the platform for quick tips.

  • Help Centre: Step-by-step guides, FAQs, and explainers.

  • Live Chat: Message us during work hours or leave a note.

  • Other: Questions, feedback, feature ideas, video calls, bugs, or account queries.

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