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Getting started with Fluidly
Getting started with Fluidly
Training videos to make the most of Fluidly
9 articles in this collection
Written by
Andrew Warden
An introduction to Fluidly's core areas
Navigate around the product with confidence
Written by
Andrew Warden
Updated over a week ago
Making the most of your Fluidly Portfolio
Drive insightful and actionable conversations
Written by
Andrew Warden
Updated over a week ago
How Fluidly's forecast is generated
Understand the information within your cashflow forecast
Written by
Andrew Warden
Updated over a week ago
First steps in Fluidly
Begin moulding your cashflow forecast
Written by
Andrew Warden
Updated over a week ago
Making adjustments to your forecast
Add, edit and exclude predictions in your cashflow forecast
Written by
Andrew Warden
Updated over a week ago
Adding context using notes
Leave reminders and share insights about your cashflow forecast
Written by
Andrew Warden
Updated over a week ago
Using Goal Planner
Model different scenarios and their impact
Written by
Andrew Warden
Updated over a week ago
Using Intelligent Chase
Improve incoming cashflow using Fluidly
Written by
Andrew Warden
Updated over a week ago
Fluidly Starter vs Fluidly Standard
Understand the difference between the paid and free versions
Written by
Andrew Warden
Updated over a week ago