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The Ultimate Guide to Trend Analysis

WebTrend analysis is the method of comparing an organization’s financial patterns. Financial reports are used to predict future performance or identify trends using …

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What is Vertical Analysis

WebVertical analysis, is a form of ratio analysis. It represents each line within financial statements as a proportion relative to another specified item. With this, it …

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How to Perform Financial Analysis Using Excel

WebIt’s important to become skilled at using Excel for financial analysis. Excel has powerful tools that can help you analyze and understand financial data better than …

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8 Ratios for Evaluating Your Company’s Financial Efficiency

WebHere is the formula for calculating Net Sales Efficiency: Net Sales Efficiency = Net New ARR/ Sales & Marketing Spend. Net sales efficiency is frequently calculated on …

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What is EBITDA in Finance

WebIn the finance world, a profound comprehension of key performance indicators and financial metrics is indispensable for making effective decisions and …

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How to Create an Efficient Board Reporting Package

WebA board report package, also known as a board pack, is a collection of corporate updates, metrics, KPIs, and financial statements that give context to a …

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What is a Chart of Accounts

WebSuccessful accounting methods require a diverse set of skills, especially financial insight, which is crucial for smaller organizations with limited time and …

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5 Important Financial Ratios For Assessing the Health of a Company

WebFinancial ratios are important for assessing the health of a company – namely how a company generates revenue and profits using business expenses and …

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Profit and Loss Statements: 3 Steps for Better Insights

WebThe ability to generate insights through analyzing the profit and loss (P&L) statements is one of the most significant parts of the FP&A position. P&Ls appear to …

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10 Essential KPIs for CFOs to Monitor in 2024

WebKPIs for CFOs in 2024. These can vary depending on the industry and specific goals of the organization. We’ve highlighted the following 10 KPIs for CFOs to …

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Dear Excel, How can FP&A professionals make the most of their

WebHere’s how: Using the Developer Tab: Make the Developer tab and ribbon visible. If you do not see the Developer, right-click any ribbon, and then select Customize …

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The Guide to Creating a Variance Analysis Report in Excel

WebHere’s a step-by-step guide: Enter your actual and budgeted values into separate columns in an Excel spreadsheet. Calculate the difference between the actual …

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How to Quickly Review an Annual Report

WebWhen looking at annual 10-K reports, start by reading Item 1, which tells you about the company’s business, customers, and industry. Then, focus on Items 6 and 7 …

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5 Questions To Consider About Strategic Budgeting and Forecasting

WebWhile spreadsheets have long served as the foundation for many organizations' budgeting and forecasting, the shortcomings of this legacy, siloed tool …

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Net Income vs. Gross Income

WebAn office and school supply business’ gross income is $500,000 from 5,000 units of printers sold at $100 each. The COGS for the 5,000 units of printers is $15 each, …

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4 Common Problems in Budgeting & Forecasting with Excel

WebThere are over 6,500 languages spoken in the world today, three of which have over one billion speakers. In third place is Mandarin, with 1.117 billion speakers, in …

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Leveraging Excel in Cash Flow Planning

WebEnter “Total Cash Flow From Operating Activities” into cell A3, “Capital Expenditures” into cell A4, and “Free Cash Flow” into cell A5. Then, enter …

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The Wall of Shame for the Worst Excel Errors

WebMicrosoft Excel was one of the ground-breaking inventions of data science, and is still used today by over 60% of businesses. Despite its easy to use features, large …

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