1 / 20

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:.

dalton-nielsen
Download Presentation

ACCPAC KPI

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

More Related