Helm is pretty powerful in that it creates an overall forecasting framework for you (via Recurring Forecasts and Account Estimates). Of course everyone is different in approach and style, so there is always a need to add or manipulate your own forecasting rules. This video shows you how.

So it's taken a while to get to this point (yup, there's a lot of power under Helm's hood)... but let's see how all of this information is visualized in Step Eight.

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