Progress


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Module Progress

Foundation
Introduction to FUTRLI Not Yet Started 0:0 minutes
FUTRLI: the Basics Not Yet Started 0:0 minutes
5 Steps to Getting Started Not Yet Started 0:0 minutes
Practice Level
Pricing Advisory Services Not Yet Started 0:0 minutes
Internal Roll Out Not Yet Started 0:0 minutes
Handling Internal Objections Not Yet Started 0:0 minutes
Scaling FUTRLI Externally Not Yet Started 0:0 minutes
Selling Advisory Services Not Yet Started 0:0 minutes
Reporting Level
Alerts & Client Monitoring Not Yet Started 0:0 minutes
Creating Printable PDF Reports Not Yet Started 0:0 minutes
Building Dashboard Reports Not Yet Started 0:0 minutes
Understanding Your Clients Not Yet Started 0:0 minutes
Adding Non-financial Data Not Yet Started 0:0 minutes
Adding Non-Cloud Clients Not Yet Started 0:0 minutes
Client segmentation Not Yet Started 0:0 minutes
Setting up Your Chart of Accounts Not Yet Started 0:0 minutes
Inviting clients to FUTRLI Not Yet Started 0:0 minutes
Best practice month end Not Yet Started 0:0 minutes
Reporting for consolidated groups Not Yet Started 0:0 minutes
Forecasting Level
Building a forecast for the first time Not Yet Started 0:0 minutes
Importing an existing budget Not Yet Started 0:0 minutes
Handling brought forward balances Not Yet Started 0:0 minutes
Additional tips and methods Not Yet Started 0:0 minutes
Deferred income Not Yet Started 0:0 minutes
Linking accounts Not Yet Started 0:0 minutes
Asset purchases and loans Not Yet Started 0:0 minutes
Accruals and prepayments Not Yet Started 0:0 minutes
What-if scenarios Not Yet Started 0:0 minutes
Forecasting with Non-financial data Not Yet Started 0:0 minutes
Forecasting for consolidated groups Not Yet Started 0:0 minutes

Achievements