accpac kpi geni whitehouse, cpa. where does it fit? must have cfo pulls data from cfo

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:

Compare Models

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

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

Compare Years – Up to 20

Projections

Export Files

To Excel To CFO format

• Use to create a benchmark file To PDF file To HTML format

Create a Custom Variable

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

Create the Variable

Create the Formula

Build the Equation

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

Thank You!

geni.whitehouse@accpac.com