💡Pro Tip: You can extend the forecast to 5 years beyond the current financial year.
In addition to the above video, Admin and Advisor/Editor level users can access training videos in the forecasting tool.
💡Pro Tip: If you're an Advisor or Admin-level user on a Fathom account, you can follow and complete the Forecasting Checklist steps within Fathom. Launch the Forecasting Checklist
Learn more: