ACCPAC KPI
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Transcript of ACCPAC KPI
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ACCPAC KPI
Geni Whitehouse, CPA
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Where does it fit?
Must have CFO Pulls data from CFO
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ACCPAC KPI
Three different report types:
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Variance Report
Compare 2 sets of 2 models at a time:
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Variance By % or Dollars
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Compare Models – Up to 20
Compute average, total or annual amount:
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Compare Models
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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
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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
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Compare Years – Up to 20
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Projections
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Export Files
To Excel To CFO format
• Use to create a benchmark file To PDF file To HTML format
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Create a Custom Variable
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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
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Create the Variable
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Create the Formula
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Build the Equation
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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