Icon

FP&A

This directory contains 10 workflows.

IconAnnually Recurring Revenue Calculation and Analysis 

This workflow calculates and visualizes the ARR from contracts data. The first step is to calculate the recurring values in each month based on the contract […]

IconARR Analysis (Data App) 

URL: Seeing the Forest for the Trees - Cohort Analysis http:///blog/seeing-the-forest-for-the-trees-cohort-analysis URL: Measure and Monitor ARR in Two […]

IconBudget Monitoring Data App 

This workflow creates a budget overview in a data app. 11 projects (with desert names). Each project with total money (in 1000) assigned and used in 2021, […]

IconCalculate Net Profit 

This workflow shows an example of the verified component "Measure Fractional Years". It calculates the fraction of the year represented by the whole numbers […]

IconCalculating Annually Recurring Revenue 

This workflow calculates the ARR from contracts data. The first step is to calculate the recurring values in each month based on the contract period and […]

IconFinancial Metrics - IRR, MIRR & XIRR 

This is a business case example of the use of 3 financial metrics components in order to measure the profitability of some investment projects. The […]

IconFinancial Metrics - NPV & XNPV 

This is a business case example of the use of 2 financial metrics components in order to measure the value of some investment projects. The business […]

IconFinancial Variance Analysis 

This workflow demonstrates a typical variance analysis report created by Finance teams. The process identifies corresponding Excel actions a user may take […]

IconMonthly and YTD Revenues 

Comparing restaurant revenues month by month for 2022 and 2023, as monthly revenues and as YTD revenues. YTD = Year To Date means the sum of revenues up to […]

IconMRR and ARR of Customer Groups 

This workflow shows the steps involved building a cohort chart. The first step is to split contracts data into recurring values. The second step is to […]