Navigation cheat sheet
Where to go for the things you do most often in Radley Finance.
Navigation cheat sheet
| I want to… | Go to… |
|---|---|
| See all my models | Models in the sidebar (or click the Radley logo) |
| Create a model | Dashboard > New Model |
| Pick a business type | New Model flow: SaaS, Marketplace, Hardware, Services, or Ecommerce |
| Check my Sanity Report | Open model > Review tab |
| Download Excel | Open model > Download |
| Upgrade a Planning Model | Open model > Build Investment Model |
| Restore an earlier version | Open model > History > Set Active |
| Prep for investors | Open Investment model > Q&A Prep, Investor Memo, or Rehearsal |
| Track actuals vs forecast | Open model > Actuals tab (when enabled; connect Xero first) |
| Connect Xero | Settings > Integrations > Connect Xero |
| Book a CPA consult | Sidebar > Consult, or Settings > Support |
| Set up 2FA | Settings > Security > Set Up 2FA |
| Manage billing | Settings > Billing > Manage Billing |