Finmark Help Center

Getting Started with Finmark

New to Finmark? Check out our guides to getting started!

17 articles in this collection
Written by Annika Walima, Keith Gruver, and Avery Miller

Product Updates

Stay up to date with new releases in Finmark

1 article in this collection
Written by Keith Gruver

How to Setup and Manage your Hiring Plan

How to forecast current and future forecasted employees

9 articles in this collection
Written by Annika Walima and Keith Gruver

How to Setup and Manage your Non-Payroll Expense Budget

Guides and resources for forecasting your expenses in Finmark

19 articles in this collection
Written by Annika Walima, Keith Gruver, and Avery Miller

Revenue Forecasting & Growth Engines

Easily create a revenue forecast to test your assumptions and plan for growth.

23 articles in this collection
Written by Keith Gruver, Annika Walima, and Avery Miller

Variables & Formulas

How use your workbook section of Finmark to create variables, formulas, and view system generated variables.

20 articles in this collection
Written by Keith Gruver, Annika Walima, and Avery Miller

Actuals & Reports

Learn how to update actuals and view automated reports in Finmark

6 articles in this collection
Written by Annika Walima and Keith Gruver

Dashboard

Automated KPI's, presentation ready charts & graphs, and full visibility into the performance of your company.

7 articles in this collection
Written by Annika Walima and Avery Miller

Additional Account Configurations

Learn how to manage scenarios, inviting users, subscriptions, and more account configurations.

8 articles in this collection
Written by Annika Walima, Keith Gruver, and Avery Miller