Business Planning/Forecasting

Idea suggested by Paul Green 4 years ago

Hi all, If it exists, I can't seem to find it, so a bit of an idea from me.

It would be great to be able to input business planning/cashflow forecasting figures and then compare cashflow to them. I'm aware there are applications out there just for this, and I've got an Excel sheet that I use at the moment, but it would be nice to have it in Clearbooks and with the ability to show projections and variances alongside actual cashflow reporting. I've had a year of working on our business plan, and it would have saved me a lot of time, not to mention not missing bits when transferring figures from one system to the other, or having to click on things to manually work out what's vatable and what's not.

1 Reply

Hi Paul,

This is definitely an interesting idea. I will be sure to pass on your feedback to the product team for consideration.

All the best,


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