Forecast Data Export Guide

Forecast Data Export Guide

The Data Export allows you to export multiple existing forecasts from Forecast 5 into a formatted spreadsheet to be imported into an external product, e.g., Spotlight, Fathom.

Please see the attachment tab for the guide
    • Related Articles

    • Daily Cashflow Guide

      What Is Daily Cashflow?  The daily cashflow (DCF) is a rolling day-by-day bank position projection based on your budget for 90 days. The DCF worksheet is first calculated by Forecast 5 using the data entered on the records in the budget and then the ...
    • Forecast 5 Essentials Guide - the basics of Forecast 5

      This guide will walk you through the steps of setting up and using Forecast 5. Introduction to Forecast 5 Forecast 5 is a purpose-built forecast and budgeting tool that uses a pre-built metric template and contains an integrated report set (P&L, ...
    • Xero Integration to Forecast 5 Guide

      From Xero to Budgeting Hero! ​ The integration* process will effectively create a budget from your Xero companies historical data, enabling you to prepare next year’s budgets, import Opening Balances and Actuals with a click of a button and extract ...
    • Sage 200 Integration Guide

      Speed up your budgeting process! The integration process will effectively and efficiently create a budget from your Sage 200 companies historical data, enabling you to prepare next year’s budgets, import Opening Balances and Actuals with a click of a ...
    • MYOB Advanced Integration Guide

      Speed up your budgeting process! The integration* process will effectively and efficiently create a budget from your MYOB Advanced companies historical data, enabling you to prepare next year’s budgets, import Opening Balances and Actuals with a ...