Full Forecastr 101 Recorded Walkthrough

Training a Teammate? Been a While Since You Logged In?

Kelvin Hudson avatar
Written by Kelvin Hudson
Updated over a week ago

This article is split into two parts:

Forecastr Recorded 101: Platform Navigation

~20 minutes in length when viewed at 1.5x speed.


Navigation Bar, Settings & Menus: 0:01-06:11

Model & Integrations High Level Overview: 6:12-11:21

Changing Objects with the 3 dot menu: 11:22-12:36

Adding Pre-Builds with the Purple Action Button: 12:37-14:22

Navigating the Edit Menu, or "Drawer", for Objects: 14:23-16:18
Input Metrics (Levers): 16:19-18:56

Assumptions / Change Types for Input Metrics: 18:57-26:53

What does this video explain?

This video is effectively a one-stop shop of the other "Forecastr: Features Explained" videos and walks through each concept in order as if we were on a live kickoff call.

After watching this video you'll have a full understanding of the following: navigating each tab of the platform, navigating each section of your financial model, adding/ editing /deleting objects within the financial model, distinguishing between input metrics (levers) and output metrics (calculations/ formulas), and adding assumptions (changes over time) to input metrics in order to shape growth behaviors in your financial model.

As always, there's anything this video doesn't make 100% clear and you still have questions please don't hesitate to reach out to us over intercom and we'll always be more than happy to jump in and help!

Forecastr Formula Builder

~6.5min in length when viewed at 1.5x speed.

What does this video explain?

There are really just 3 contrasts in our formula builder, at the moment, to excel.

1. Starting a Formula:

Rather than begin a string of syntax with an "=" sign, our platform allows you to transform any metric into a formula by clicking "edit" next to that metric within the drawer and simply changing the metric type to a "calculation".

2. One Order of Operation Per Metric:

Each metric handles one step in your order of operations for simplicity. You designate if you want the metric you're working in to "divide, add, subtract, or multiply" reference material.

Think of each metric is essentially one "link" in the "chain" of a larger formula and you as the user decide what the function or reference data of each metric is.

3. Finding Reference Material

In excel your "references" are to "cells", D1 or B5. In the platform we don't' have a "cell" structure but rather a "page" structure.

This means that when locating what you want the calculation to reference you'll be clicking the "Metrics Used" line in our menu to narrow down the information you want in this order:

  1. What page is the information on?

  2. What category does the information belong to?

  3. Which specific object within the category has the information I'm looking for

  4. Finally, click the specific reference data you're looking to add to the formula.

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