We've just published a full guide to using Modeloptic that you'll be able to reference on demand, which you can find here or by clicking the “Docs” link above.

This guide should be very useful for quickly looking up how to accomplish whatever you need to within Modeloptic. It walks you through all aspects of the system, including the possibilities available when creating forecasts or reports:

The Monthly Roll-Forward section at the bottom has a step-by-step guide on how to update your model and reporting materials with the latest actuals each month:

We hope you find this guide helpful! As always, if you ever have questions or run into any issues, please don't hesitate to contact us.