Web Chat: 5 Steps to 3-Way Forecasting Video

In this 5 Steps to 3-Way Forecasting video you will learn an easy way to prepare a 3-Way Forecast without using complex spreadsheets. In other words, you will learn the 5 steps to 3-way forecasting in Calxa. At the end, you will be able to follow each step and learn what you need to do whilst working from your own desk.

For your information, this 3-way forecasting video will show you screenshots of the software and guide you in just 30 minutes.




Watch this 3-Way Forecasting Video and Learn

To help you, the Calxa team will share with you some of their tips in this 3-way forecasting video. Above all, you will learn actionable points like:

  • 5 easy steps to 3-Way Forecasting
  • Financial Settings configuration for Cashflow
  • Cashflow Settings for more advanced cashflow scenarios
  • Presenting Cashflow Forecast Reports and Charts


Who Should Watch the 5 Steps to 3-Way Forecasting Video?

Essentially, anyone who needs to prepare a 3-way forecast and wants to get ideas on how to go about it.

  • Accountants and Bookkeepers delivering Advisory Services
  • Company CFOs that want to impress the Bank Manager
  • NFP Finance Officers that need to extend their Board Reports
  • Calxa Premier Customers
  • Users currently trialling Calxa


About Web Chats

Web Chats are free interactive webinars that drill into an advanced topic around cash flow forecasting, budgeting, KPI and management reporting. These sessions are held monthly and are presented by different. In particular, attendees are invited to send through their questions and participate during the Q&A session.

If you can’t make it, register anyway to receive a recording of this session. In addition, have a look at the upcoming Web Chats to see what topics are going to be discussed.

We understand people learn in different ways and provide various learning options. Firstly, have a look at our online help desk which is stocked with help notes, training videos and event recordings. In addition, you can book an onboarding session with our support team to ask those questions important to you. Above all, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.



About Calxa

Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB are key to saving time. Equally, the professional presentation of your management reports will impress your boss, the board, clients and bank manager. Similarly, you can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. As a result, good financial reporting helps organisations and key stakeholders make better decisions.