Platform Orientation & Walkthrough Onboarding

Our recommend Forecast building process in Profitual:

Customize your Profitual Platform instance with our Company settings tool:

Company Settings Tool

For each step, we recommend first reading the article content to understand the objectives, required steps, and key information. Then, use the Profitual Platform Guide to seamlessly integrate each phase of planning into your forecast.

1) Build your Revenue Forecast

2) Build your Team Forecast

3) Build your Expense Forecast

4) Build your Fundraising Plan

5) Integrate your Results

6) Refine & Reforecast