Onboarding: Forecastr Academy | Help Center

Help Center

All Collections

Onboarding: Forecastr Academy

Onboarding: Forecastr Academy

All the Resources Needed To Complete Onboarding or Train a New Teammate Organized By Section

Onboarding Agenda, Recorded Platform Walkthrough, & High Level Topics

How Should I Use My Financial Model- What Should It Do?

Training Guide (Full Onboarding Agenda)

Full Forecastr 101 Recorded Walkthrough

Building Formulas / Linking Metrics & Data

Customer Acquisition

How to Add Customer Acquisition Objects & Object Explanations

How to Shape Long Term Behaviors for Customer Acquisition Objects

Revenue Streams

How to Add Revenue Objects & Object Explanations:

How to Shape Long-Term Behaviors for Revenue Streams Objects

How to Add People Objects & Object Explanations:

How to Shape Long-Term Behaviors for People Objects

Building Modeled Hires / Teams / "Automatic" or "Event-Driven" Hires

How to Add Expense Objects & Object Explanations

How to Shape Long-Term Behaviors for Expense Objects

How to Add Assets Objects & Object Explanations

How to Add Liability Objects & Object Explanations

How to Add Equity Objects & Object Explanations

Investor Proofing & Startup Benchmarks

Forecastr Fundraising Benchmarks for Early Stage Startups

2023 Full Stack Salary and Equity Compensation Report

Investor Sniff Test

Identifying the Cash / Funds Needed To Avoid Running Out of Runway

Monthly Finance Playbook

Update: Monthly Finance Playbook

Tweak : Monthly Finance Playbook

Platform Integrations

Accounting Integration Walkthrough

Customer Data Storage