FIG. 03FP&A · EXCEL
The month-end workbook
Month-end. You have actuals and the plan, and you need the reason the gap moved.
Recording
The month-end workbook.
- 01
Put actuals and the plan in the workbook.
- 02
Ask Excelsior for the variance and the few drivers that explain it.
- 03
Ask it to keep the workbook easy to refresh next month.
- 04
Check one number you already know before you trust the rest.
The month-end workbook.
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