Helm can save you a ton of time auto-generating forecasting rules by analyzing past data. But what about forecasting something that hasn't happened yet? Simple. Create a new rule!
While we would all love to have a tool to predict the future, the technology isn't quite there yet. In the meantime, Helm makes it easy for users to create new rules in the forecasting drawer.Creating a new rule:
- In the forecasting rules drawer, click on 'Create Rule.'
- Enter the required information.
- The date field opens up the calendar tool where you can select the start date, the frequency and the interval of how often the rule occurs.
- Enter expenses as a negative and income as a positive.
Bonus: Helm co-founder, Kelvin, creates new rules to account for what his client has coming up in the future. In this example, his client is expecting the second payment from a customer and needs to hire a new employee to finish the work.