At this time you can produce the follwiong from an Excel data import:
- 5-year 3 Way Forecast
- Automatically populated Funding Proposal
For further information refer to the VFD-Pro.Academy site where user guides, playbooks and detailed instruction videos can be found: www.vfd.academy
Access the VFD Pro Dashboard
Click ‘Login’ in the top right hand corner of any page and enter your credentials given when you set up an account.
How do I ensure my data is up to date?
Your data is not automatically synchronised if you are using Excel, you have to download the Universal Forecast and Funding Proposal model, export your last 5 years (or less), financial data from your accounting system and copy the Profit and Loss and Closing Balance Sheet data into the model.
How do I remove client data from the VFD?
Your client data is not saved to the VFD Pro Portal if you are using Excel, you download the model and work off line.