The consolidated model

Overview

Once your data sources are set up, it’s time to build your financial model. In this section, we’ll guide you through setting up a system of templates combined with a consolidation to manage everything effectively.

Basics

Create a model

First, you must decide whether to build your model from scratch (“Create New Model”) or use a Francis template. We recommend starting with a template and adjusting it to suit your needs.

Map your general ledgers

Once inside the financial model, go to Mappings for an overview of your data sources, including the general ledgers from all your connected accounting systems.

You can map your accounts to the model to automatically import actuals.

Split your model by entities

You can split individual sheets by entity by clicking the three dots next to the tab and selecting “Split by…”. This will convert your sheet into a template that can be deployed across multiple entities.