Key Takeaways from this Video:
From the Scenario Name Dropdown- To access these settings click the dropdown in the upper-right corner of the screen, then click the 3-dot menu to the right of whichever scenario you'd like to adjust the settings for.
Clone- click this to make a new, full copy, of the current scenario that is not linked to the current scenario.
This will allow you to keep the full integrity/current structure of your model but explore the affects of of different assumptions / input values.
Excel Download- click this to create a csv export of your full model so that your assumptions are visible. At the time of this article being written, this is not a formulaic excel export but will organize your model into tabs and give you full visibility of the data (and manually overridden values) in the model.
Settings- From here you can adjust the Scenario Name, Currency, and Model Start Date.
Delete- Click this to irreversibly erase the scenario you've selected.
From the Settings that can be located by clicking your Initials in the Top-Right Corner
Users- Use the "Create a User" button to provide the name, email, and permission level of any teammates you want to have edit access to the financial model. Co-Founder and Admin have unlimited permissions, and "Employee" access gives you the option to limit which items you want the employee to be able to see/interact with.
Investor Access- Use the "Add Access" Button to create a link to share the model with your investors in "view-only" access.
Integrations- Use this button to access the mapping page for your connected integrations or to initially connect your integrations to Forecastr.
From the Navigation Bar Immediately Accessible to the Right of the Company Name
Share Button- Click here for quick access to the investor access links you've created or click here to create a shareable link for your model.
Request Features- Click here to give the team feedback or improvements you'd like to see for features currently in or missing from the app from directly within the platform.
Changelog- Click here to see the latest updates or features pushed with an article from our product team.
View Help Center- Click here to access the Forecastr Help Center where you are now and find videos / articles related to any questions you have about the platform.