Drag and Drop Forecasting

Using spreadsheets to cash plan and cash flow forecast takes a lot of time, our interactive graphs speed up the process significantly. 

One of our biggest pain points with cash flow forecasting in spreadsheets was the time it would take to make a single change. Moving a transaction to a different day could look like this:

  • Step 1 - find the transaction
  • Step 2 - click the row
  • Step 3 - click "cut"
  • Step 4 - find the date you want to move the transaction to
  • Step 5 - paste the row
  • Step 6 - rejig your formulas
  • Step 7 - verify everything worked

That's a lot of steps for a single change. Now imagine doing it over and over again. 😬

Helm's solution to this pain point is our interactive graph. The above process is now as simple as dragging, dropping... and enjoying the bliss of its sheer simplicity!

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