How to Automate Rolling Forecasts (FP&A Software Experience Lab)

Spreadsheets may be fine when you’re doing traditional annual budgeting, but when doing rolling forecasts they can be a bear to maintain and at high risk for errors. This software experience lab will provide you with hands-on access to several financial planning & analysis (FP&A) software, also called corporate performance management (CPM) software, so that you can see how various vendors enable you to automate rolling forecasts. Using a case study, you’ll see how this type of software supports various driver-based planning areas such as revenue, personnel, and operational expenses.

• Identify how various vendors enable you to automate rolling forecasts
• Determine the functions and uses of financial planning and analysis (FP&A) software tools, also called corporate performance management (CPM) software
• List how this type of software supports different various driver-based planning areas such as revenue, personnel, and operational expenses