One of the options available to add predictions to a Futrli forecast is through an Excel template.

You can use an Excel template to either create a new forecast directly or add predictions to an existing one.

Step 1 - Create the forecast

From the Forecasting homepage, select the forecast option you need to build:

1-year P&L, 3-year cash flow or 3-year cash flow with due invoices.

Select when forecast data will be displaying from, then select the option to Create from Excel upload.

Step 2 - Download the template

From the Upload window, you first need to download the Excel template to populate it.

After you download the template, you can populate the following cells.

You need to make sure you follow the specific format to make sure the file uploads successfully.

Cell B1 - Import type	Don't change this type as it must be exactly 'P&L budget/forecast'.
Cell C1 - Organisation name	The name must match the organisation you’re uploading the forecast to.
Cell C3 - From date	Define the prediction start date. NOTE: The data you input here will also set the date in cell G5.
Cell C4 - To date	Define the prediction end date.
Column A - Category	This must be one of: Income Cost of Sales Expenses Other Income Other Expenses
Column B - Account name	The account name must match the name of the account you’re uploading the prediction against.
Column C - Prediction name	This is the name that will show within the forecast. This field is compulsory and the name must be unique.
Column D - VAT/GST/Sales Tax rate	The default will be 0%. To set 20%, as an example, just enter '20'.
Column E - Cash flow treatment (payment days)	Leaving this column blank, or adding a zero will set the prediction as a same day payment.
Column F - Store on day	Specify the day of the month you want to set the prediction against. Leaving this blank will default to the first day of the month.
Columns G onwards	Add the prediction values against each account.

After you add the predicted values to the file, make sure to save a copy.

Go back to the Upload a forecast window and drop or select the populated file to upload.

If there’s any issue blocking the upload, an error message will display with the detail of the problem, and how to resolve it.

If the upload is successful, click Finish to create the forecast.

After upload, the new forecast is available.

Each prediction created from the Excel template will display with an icon flagging that it’s an Excel imported prediction:

📌TIP: You can add or import more predictions to your forecast as normal.

You can also use the Excel upload to update the forecast and overwrite your current predictions or add more predictions.