Release notes May 28, 2025

Sources: CSV upload multiple files

It is now possible to upload multiple CSV files side by side, as long as they are in the same format. This will allow you to incrementally add new periods and you do not have to rely on uploading the full history.

Analysis: LTM

In the Analysis overview, besides YTD, you can now also enable a LTM overview to inspect your rolling year numbers over the three periods you are comparing.

Renewed KPI & Forecast page

We have updated the Setup > KPI and Setup > Forecast pages. Enjoy a new look-and-feel and some improvements based on your feedback. This will be the new foundation for us to build new features on top.

Cost center filter in Analysis

It is now possible to filter the Analysis on cost centers. This way you can compare your reference period with two other periods or budgets, narrowed down on a selection of cost centers.

Setup > Forecast: total column

To help populate your forecast scenarios, a total column has been added to the PL table in the overview in Setup > Forecast.

Dashboards: dotted line

In Charts, it is now possible to plot dotted lines. You can select this option in “Type”. For scenarios, you can additionally choose to start the line from the Last actual month to only show future months (make sure to use a horizontal axis with future months).

CSV upload: Finmaster

CSV uploads in the format from the https://www.finmaster.nl/ ERP are now also available via Setup > Sources > Add CSV. Please reach out if you need support on this,

Reporting: by cost center view

Similar to the By entity view in Reporting, it is now possible to inspect your numbers broken down by cost center groups. These will be available in the columns of this new view.

Sources: Excel upload multiple entities

For customers that are currently uploading multiple entities through different Excel files: you can now use a single file and put the different entities on separate tabs. Make sure to populate the Entity name and currency top left. This way you can upload your figures in one go. Mind that we have a new template available to make this work.  

Feedback
As always, don’t hesitate to contact us with suggestions or missing features! Please reach out to sebastiaan [at] instack.io directly.

What’s next

We will introduce the option to also build your forecasts on lower levels, such as GLA and Cost center level. This will allow you to compare your cost center actuals to a budget. The work on the Sheets integration, payroll page and the investor login will be continued. We will start working on the EBITDA waterfall chart.