xFP&A Blog

Browse featured stories and the latest posts on a variety of extended financial planning and analysis topics. 

2 min read

Rolling 12 Month Budget Model for Dynamics 365 Business Central

What is a Rolling 12 Month Budget Input Form ? A Rolling 12 Month Budget Input Form is a dynamic budgeting tool that offers a unique alternative to the traditional fiscal year budget process. It is used by budget managers to provide a more flexible...

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2 min read

Sales Budget by Sales Rep, Customer and Product for Dynamics 365 Business Central

What is a Sales Budget by Sales Rep, Customer and Product ? Sales budgets that are detailed and specific to sales reps, customers, and products are...

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2 min read

Payroll Budget Template for Dynamics 365 Business Central

What is a Payroll Budget Template ? A Payroll Budget Template is an essential component of an annual budget model used by HR and budget managers to...

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2 min read

Capital Expense Budget for Dynamics 365 Business Central

What is a Capital Expense Budget Template ? A Capital Expense Budget Template, also known as "Capex," is a crucial component of the annual budget...

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2 min read

Sales Forecast from CRM Pipeline for Acumatica

What is a Sales Forecast from CRM Pipeline ? A Sales Forecast that leverages data from a company's CRM pipeline and sales history is a valuable...

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2 min read

Driver-based Sales Forecast for Acumatica

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is an essential planning tool used by sales managers to predict sales for the...

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2 min read

Driver-based Sales Forecast for Sage Intacct

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is a crucial planning tool used by sales managers to predict sales in the...

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2 min read

Driver-based Sales Forecast for Dynamics 365 Business Central

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is a vital planning tool employed by sales managers to project sales in the...

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5 min read

Replacing Management Reporter when migrating from Dynamics GP to Business Central

Dear Accounting and Finance Leaders, If your company is planning to migrate from Microsoft Dynamics GP to the Microsoft Dynamics 365 Business Central...

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2 min read

Top-Down Profit & Loss Budget Template for Dynamics 365 Business Central

What is a Top-down Profit & Loss Budget Form ? The Top-down Profit & Loss (P&L) budget form is a template that enables budget managers and analysts...

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