Comprehensive

Financial Planning & Analytics (FP&A)

Toolkits

Are you a CFO/Head of Finance or a Controller looking for intuitive, plug & play FP&A toolkits for your team?

Relevant Financial & Operating KPIs, Key Income Statement and Balance Sheet Ratios, Profitability Cause of Change (COCH), Strategic Financial Plan, Annual Budgeting, Rolling Forecasting, Performance Management Framework and Management Reporting templates....

....to understand the core drivers of your business performance and root causes to quickly facilitate course correction.

 

Comprehensive yet easy to use Excel & PowerPoint-based tools

Relevant Financial & Operating KPIs, Key Income Statement and Balance Sheet Ratios, Profitability Cause of Change (COCH), Strategic Financial Plan, Annual Budgeting, Rolling Forecasting, Performance Management Framework and Management Reporting templates....

....to understand the core drivers of your business performance and root causes to proactively facilitate course correction.

 

Step-by-step procedure

Leverage your existing ERP, Trial Balance, GL and Report data to synthesize insights into effective management decision making tools including PowerPoint Presentations and Dashboards

Package Options

We offer several packages to help meet your needs

Advanced

Total FP&A Toolkit

Budgeting

Forecasting

Performance Management

Dashboards

KPIs & Ratios

Management Reporting

Intermediate

Performance Management Toolkit

Performance Management Dashboards

KPIs & Ratios 

Management Reporting

Basic

Reporting Toolkit

Dashboards

KPI & Ratios

Management Reporting

Coming Soon!

BUSINESS STRENGTH INDEX

TM

Coming Soon!

BRAND VALUE INDEX 

TM

Coming Soon!