Report Preview: Data at a Glance

28.01.26 11:18 AM

🧑‍💻A Snapshot with Key Information

Forecast 5's Report Preview gives you a fast, at-a-glance view of your financial performance directly from the home tab. No need to navigating to other tabs, simply click the Report Preview to see your changes enacted into your Profit & Loss and Balance Sheet reports.

With Report Preview, you can:

🔹Quickly monitor key financial metrics and overall performance.

🔹See how your data input is being reflected without navigating away.

🔹Identify areas that may require further review or action.

🔹Reduce the time spent generating and reviewing reports manually.

This easy-to-access summary ensures that you always know how your figures are looking, helping finance teams and decision-makers stay informed and act quickly. By providing a clear, concise overview, Forecast 5’s Report Preview streamlines financial review and keeps your organisation on track.

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