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Model basics
Create your first budget or report
Create formulas
Use groups and hierarchies
Navigate the different date selections
Save versions
The budgeting cycle
Budget terminology
The budgeting cycle explained
Run the budgeting cycle in Francis
Forecasting
Have some rows always be the same formula
Supported functions
Controlling
Match your chart of accounts to Francis
Input actual values manually
Reporting
Set up charts
Create PDF reports
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Set up charts
Create charts
Press "Charts" in the top bar to access your chart dashboards.
You chart data by drag-dropping the rows and groups over.
You configure the month range per dashboard, so you can create multiple dashboards if you wish to show visualize month intervals.
Controlling - Previous
Input actual values manually
Next - Reporting
Create PDF reports
Last modified
2mo ago