Being able to extrapolate formulas in the actuals layer in line with how extrapolation is implemented for forecasts.

Additional option on sections and groups to collapse all groups contained within. Especially useful in larger models, where having to manually close/open groups can be a tedious process.

Relates to better support for multiplayer collaboration. Currently, the most recent changes by an editor is synced across all users. This has proven to confuse users, as they expect the state of the model to only follow their changes.

Calculating gains and losses on FX can be really difficult and requires a significant amount of theoretical understanding - especially when differentiating rates between P&L and balance sheets. Instead, we should calculate the gains and losses and give the user an account that returns the correct result.

When toggling between modes Model, Reports and Mapping, the Follow-up view will toggle off. For many users this is unexpected and surprising behaviour. We should persist the states across views.

The *Current fiscal year* setting on the rollup column is currently synced with *Last Close*, which has proved to confuse some users. We intend to align *Current fiscal year* with the actual calendar month.

Some users have expressed the want to be able to close the viewer toast at the bottom. This has been requested for both limited viewers, viewers and when viewing saved versions as an editor.

Long version names are being truncated and are missing a tooltip on hover.

Currently, we're not saving the users selection on their preferred variance format (percent, index, difference). This would be ideal, as the users expects the report to have the same settings as when they previously configured it.

Add data source tag if more than 1 Add Dimension tag if using dimensions Create filter if 2+ data sources or dimensions

Import drafts from e-conomic, showing transactions that are yet to actually be posted, improving controlling workflows.

Would enable sub-consolidations of entities or dimensions. E.g. splitting a product dimension into a subset of product groups before doing an additional split into individual products.

Giving users the option to add (1) an executive summary to a report and (2) add section-level comments for more specific insights to e.g. movements in cash flow.

Make it possible for users to upload their company logo to the platform and include logos in PDF reports.

Enable commenting on individual cells to support better collaboration across teams and organizations.

Allow users to add notes to specific cells. E.g. explainers on large deviations from budget.

Show multiple total columns and enable more time selections like next next year + add them to PDF report

Allow users to copy-paste multiple cells (area) in the actuals layer in line with the current implementation for forecasts.

Option to hide all rows in an instance that don't include any actuals or forecast values.

New version of the variance report, allowing users to show budget variance pivoted along a dimension.

Allowing users to create look up tables, e.g. for account based revenue forecasting.

"I budget in DKK but my investors need to see everything in EUR"

Violin chart + restore old work

Being able to archive forecast versions that might no longer be relevant to allow users to clean up their versions view.

Allowing users to reorder charts in the **Charts** view. Currently, users would need to delete their charts and create them in their desired order.

Function to dynamically count rows that meet a specific condition.

Afraid to edit cells by mistake without noticing, making errors in the model

Update reference when copy pasting vertically. Maybe with a $$ notation

Option to generate a link to share with stakeholders as either (1) a static link (snapshot) of the model or (2) a dynamic link which would conceptually be very similar to inviting a user into the platform as a viewer.

Add a preview or link to invoices in the transactions view.

Option to change aggregation level in sheets. E.g. being able to have columns show weeks, quarters, years, etc.

Enable users to add (1) executive summary and (2) section specific comments to the variance report.

Reference cells in future periods. E.g., if inventory purchases today are driven by forecasts of sales in the future.

Remove restriction on forecast start date to allow users to forecast future periods. Especially relevant in Q4, when most people are working on their anchor budget for the upcoming year.

Combine the comparison and monthly reports into one area/button in the app.

Add option to color individual cells. This could support various collaborative and modeling workflows.

Similar to track changes known from the Microsoft suite. A toggle that highlights changes since previous save.

In the mapping view, preview a few transactions to give the user more context when mapping their accounts.

Add option to set a recurring sync schedule for individual data sources.

Make it possible for users to paste copy-paste multiple row names similar to the logic used on paste area in the sheet.

Similar to Slack's canvas, which includes person notes. Intended use is entirely up to the user. Examples include session-specific notes, meeting notes, assumptions notes, etc.

When importing data from select data sources, create a synthetic extra retained earnings account to adjust for transfers in retained earnings in relation to year's end close.

Option to merge the variance report and month-by-month report into a combined PDF.

That also goes into PDF reports

Accounts that have already been mapped can be difficult to locate in large models. Being able to search mapped accounts would help in various situations, e.g. when troubleshooting mapping errors.

Enable more granular sharing with limited access at a row, group or section level.

When configuring a tab split, we current do not save the configuration unless the split is applied. This has caused some users, with large amounts of dimension values, to have a bad experience when initially configuring their split.

Improve the interaction of dragging a group or row to the bottom of a section.

Update the UI and UX of the date pickers for the three date settings; timeline, forecast start and last close.

Adding chart options like bar-line charts and similar combined charts.

Add a "% of total" to the total-column to represent e.g. costs as a percentage of revenue.

Add the option to select a saved version in the total column.

Instance names should not need to be unique. There are multiple reasons for why instances might have the same name. This problem will escalate further with the introduction of multiple splits in the future.

Custom option to freely specify the date range of the total column

Add automatic scrolling when when dragging components out of view, eliminating the need to drop the component.

Make it easier and quicker for teams to configure multiple breakdowns, as with our current implementation, they would need to configure each breakdown from scratch every time.

Let users fully customize the colors of charts to improve brand-aligned reporting.

E.g., add row, delete row etc

Introducing an additional steps to the onboarding flow, including asking the users preference for US/EU formatting.

Being able to reorder instances in the model overview. Currently sorted based on the split configuration.

Allow users to save presets of their report configuration. Useful for differentiating between different reporting purposes; internal reports, board reports, investor reports, etc.

Our current implementation doesn't allow users to paste an area of values in the forecast layers on an instance. This is unexpected behaviour, as it differs from the behavior of normal sheets.

See which formulas depend on a cell to better understand the dependencies on a cell

Solve infinite loop error cause by a recursive back-reference. E.g. trying to accumulate values using calculated rows.

Showing the number of mapped accounts across sheets, allowing users to spot potential mapping mistakes faster.

When presented with an error related to the use of commas/semicolons (dictated by the users number format) on functions, provide a better error message and link to the documentation for better error handling.

Remove restriction which currently does not allow users to make changes to saved versions.

Make it easier for users to predict where a dragged row or group will land in their model. Especially difficult for users when trying to drop rows in nested groups.

Extend the transactions drill-down feature to also work on the variance report view.

Include formulas when duplicating groups and rows.

Show drop zone for drag spawn in *Mappings* when dragging a chip.

Currently, there's a restriction on duplication of consolidation templates. However, we've seen cases where it might make sense to duplicate templates and want to allow this in the future.

Would enable easier comparison of business performance across entities or dimensions instead of time. Similar needs have been expressed for the comparison report.

All groups are bolded in the exportable PDFs. For models with a lot of nested groups, this makes is difficult to highlight select rows, because essentially all rows (groups) in the export are bolded.

Calculates X/Y and applies that ratio to current cell, observing Y row Last_year YTD Range

Remove restriction which currently does not allow viewers to change date settings including Last Close.

Allowing users to define their current MASTER model, which is the active version of their budget.

Allowing users to create templates for tabs, sections and groups, which can quickly be imported into an existing model for faster model building

Department allocation for employees

Allowing users to reorder chart elements (rows).

Combine Actuals + comparison views into one

Option to select a different aggregation than SUM on groups.

Adding commit messages to the current "Save version" and future merge would give users a high-level overview/paper trail of the edits they've made.

Currently need to drag-drop rows to indent rows into groups. Consider using TAB to indent rows into/out of groups.

If you're stood on a normal tab and perform a split with your cell selection on Jan 2024, when switching to instances your cell selection will change to the cell on the very left of your view. It is not affected by the timeline setting, but simply jumps to the cell furthest to the left.

AI that highlights differences

Explain bar * tries to edit group: "You cannot edit groups. They always sum" * makes manual entry: "Beware - you just manually overwrote an actuals value. Learn more" * Split "You have just split differently, thereby removing some forecast values UNDO"

The current implementation of viewing multiple data sources (approximately >5 sources) is not ideal, as data source could be hidden and is currently not scrollable.

For users with either a lot of dimensions or entities, the sidebar can become unmanageable with users loosing the overview of their model. We should allow consolidation templates to be collapsed.

Allow users to delete area of actuals overwrite

Drop down suggestions to support with syntax and context when writing functions. Similar to function suuggestions known from Excel and Google Sheets.

Set annual target and have it update based on reforecast

Add search to the split modal to support customers with larger amounts of dimension values.

Allow users to customize their row status/labels. See Linear label system for reference.

Option to invert values when pasting. E.g. costs are positive numbers in Excel, but are expected as negative in Francis.

When writing more complex formulas using functions, it can be hard to decipher the appropriate number of end parentheses. If end parentheses are missing we should add those automatically.

Windows users who (1) have a trackpad that doesn't support horizontal scroll or (2) have a mouse that doesn't have a horizontal scroll option, don't have an easy way to scroll horizontally in the sheet. Currently, they are limited to using arrow keys to navigate.

When using custom exchange rates and updating *Last Close*, forgetting to input an exchange rate will return actuals that are multiplied by zero.

We should include the custom row column width, defined by the user, in the PDF report. Currently, we have a fixed width for the name column, which, in some cases, results in the column taking up unnecessary space.

Add a relevante link to the documentation on (1) function/formula errors and (2) toasts that warn why an actions was not permitted, e.g. changing the structure of a consolidation template in an instance.

Users have expressed interest in being able to define scheduled sents on reports, allowing for more controlled information sharing as opposed to giving direct access to Francis.

Give users the context of the input parameters when writing functions.