xFP&A Blog

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

Forecasting (2)

2 min read

Monthly Profit & Loss Forecast Report for Acumatica

What is a Monthly Profit & Loss Forecast Report ? A Monthly Profit & Loss Forecast Report serves as a valuable planning tool utilized by CFOs and...

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2 min read

Monthly Profit & Loss Forecast Report for Dynamics 365 Business Central

What is a Monthly Profit & Loss Forecast Report ? A Monthly Profit & Loss Forecast Report is a popular planning model used by CFOs and planning...

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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...

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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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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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2 min read

Top-Down Profit & Loss Budget Template for Acumatica

What is a Top-down Profit & Loss Budget Form ? The Top-down Profit & Loss (P&L) budget form is a tool that facilitates the generation of budget or...

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1 min read

Navigating FP&A Challenges and Trends for Nonprofit CFOs

Introduction: As the Chief Financial Officer (CFO) of a nonprofit organization, financial planning and analysis (FP&A) plays a crucial role in...

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