Navigating the Dashboard
Tour the dashboard panels, quick stats, chart views, and how to switch between plans and scenarios.
The Getting Started checklist on your ForezynPlan dashboard guides you through the key setup steps. Each item links to a short walkthrough.
Checklist items
1. Create your first financial model (Plan). 2. Set opening balances. 3. Add your key revenue streams. 4. Add payroll and operating costs. 5. Connect an accounting integration (Xero or Crunch). 6. Invite a team member. 7. Review your P&L and Cash Flow reports.
Video tutorials
Each checklist item has a linked video tutorial (2–5 minutes). You can also find all videos in the Knowledge Base under Getting Started → Video Tutorials.
Dismissing the checklist
The checklist automatically collapses once all items are marked complete. You can re-open it at any time from the Help menu (? icon) in the top-right of your dashboard.
Need extra help?
Our support team offers onboarding calls for Business and Enterprise plan customers. Contact us via the Submit a Ticket page to schedule a 30-minute onboarding session.