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ACCPAC KPI

ACCPAC KPI. Geni Whitehouse, CPA. Where does it fit?. Must have CFO Pulls data from CFO. ACCPAC KPI. Three different report types:. Variance Report. Compare 2 sets of 2 models at a time:. Variance By % or Dollars. Compare Models – Up to 20. Compute average, total or annual amount:.

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ACCPAC KPI

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  1. ACCPAC KPI Geni Whitehouse, CPA

  2. Where does it fit? • Must have CFO • Pulls data from CFO

  3. ACCPAC KPI Three different report types:

  4. Variance Report Compare 2 sets of 2 models at a time:

  5. Variance By % or Dollars

  6. Compare Models – Up to 20 Compute average, total or annual amount:

  7. Compare Models

  8. Annual Model • Tools create annual model menu item • This feature will create an annual model from a series of shorter time period CFO (e.g., 4 Quarters) • CFO files must be selected in the correct order: • Adds Income Statement for all Selected Models • Uses the Balance Sheet from the last column • Uses the Opening Balance Sheet from the first column

  9. User Tips • Right click on any cell and select Insert Memo to add a note • A red triangle on the top right hand corner indicates the presence of a note • Right click on cell with a red triangle and select Edit Memo to view a note • Change the name of any model heading by double clicking on the column heading and inputting the required name

  10. Compare Years – Up to 20

  11. Projections

  12. Export Files • To Excel • To CFO format • Use to create a benchmark file • To PDF file • To HTML format

  13. Create a Custom Variable

  14. Template or Custom • Template if you want to use this variable in other models • Custom if you only want to use this variable in this KPI model

  15. Create the Variable

  16. Create the Formula

  17. Build the Equation

  18. Demo Tips- when do I show? • Can I get a report ? Business Advisor • What about benchmarks? KPI • But I need to see more than two periods. KPI • Can I create my own formulas in CFO? KPI

  19. Thank You! geni.whitehouse@accpac.com

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