Getting Started
- First Steps
  - Navigating the Page
  - Metrics
  - Tags
  - Organizing Your Model
  - Dashboard
- Customizing Your Model
  - Input Rows
  - Segments
  - Constants
  - Building a Formula
  - Formula Bar Buttons
Forecastr Academy
- Introduction
  - How complex should my model be?
  - How should I use my financial model?
  - Forecastr 2.0 101
- Customer Acquisition
  - Which Customer Acquisition strategies should I put in my model?
  - Attribution in Customer Acquisition - what if my customers touch several places before converting?
  - Shaping your Customer Acquisition section.
- Revenue Streams
  - Intro to the Revenue Streams section.
  - Shaping your Revenue Streams section.
- People
  - What is a modeled hire and how do I use it?
  - Shaping your People section.
- Expenses
  - What does it mean to “shape” Expenses?
  - Shaping your Expenses section.
- Assets, Liabilities, and Equity
  - Finding your cash needs within a financial model.
Resources
- Admin
  - Sharing and User Access
- Change Log and Feature Requests
  - Changelog
  - Feedback and Feature Requests
- Resources
  - Keyboard Shortcuts
  - Cancelling Your Subscription
More

Formula Bar Buttons

Dive deeper into the formula bar’s many options.

Once you’ve built out a row’s formula you have quite a few options to choose from via the buttons above the formula bar.

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Please note that our application is currently in Beta, so features are subject to change as we continue to build incredible tools for you!

Button Breakdown

Notion image

Metric Name - Type in a new name for your row and hit “enter” to save.

Tags - Add or remove tags from your row.

Formatting - Format your data as a number, currency, or percentage.

Visually Decrease Decimal Places - Moves the visual rounding for your number one decimal place to the left. If you would like to round the stored data in a row make sure to use one of the rounding functions.

Visually Increase Decimal Places - Moves the visual rounding for your number one decimal place to the right. If you would like to round the stored data in a row make sure to use one of the rounding functions.

Visual Rounding Mode - Allows you to adjust how a row rounds its numbers. If you would like to round the data in a row make sure to use one of the rounding functions.

Minimum Value - Sets a minimum value that your metric can’t go lower than.

Maximum Value - Sets a maximum value that your metric can’t go higher than.

Start Date - Sets a start date for your row.

End Date - Sets an end date for your row.

Summary Columns - Sets how your quarterly or annual values are calculated for a row.

Sum Range - sums all values in the time period.

Average Range - averages all values in the time period.

Last Month - displays only the last month’s value in the time period.

First Month - displays only the first month’s value in the time period.

Calculate with Formula - uses the row’s main formula and will reference the quarterly/annual values of any rows mentioned in the formula.

Variance - adjust how variance is displayed for your metric’s forecast vs actuals.

Auto-calculate Actuals - adjusts how rows not mapped by an integration will interact with actuals data in the model.

Clone - makes a copy of your row.

Delete - deletes your row.

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Last updated on March 11, 2025

Building a Formula How complex should my model be?