3 min read
Driver-Based Planning in Excel: Is FP&A Actually Possible?
Driver-based planning is a forecasting approach where a budget or forecast is built from the underlying business activities that create it, such as...
Planning
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4 min read
The Limits of Excel for FP&A (and How to Fix Them)
Excel's limitations in FP&A fall into three categories: version control, performance, and auditability. Version control breaks down because Excel...
8 min read
Most FP&A Teams Will Use AI to Do the Wrong Thing Faster
Here is a prediction I'll stand behind: most mid-market FP&A teams will spend their AI budgets over the next two years making a broken planning...
7 min read
Key Features for Effective Healthcare Financial Planning Software
Stephanie Johnstone: Aug 12, 2026
Healthcare finance doesn't run on a standard template. Budget cycles span dozens of departments, multiple funding sources, shifting payer mixes, and...
5 min read
FP&A Dashboard for CEOs: Key Indicators for Better Decisions
Liz Anderson: Jul 29, 2026
The right CEO dashboard does not summarize everything. It surfaces the handful of numbers that, if they moved in the wrong direction, would demand...
3 min read
Advanced Planning Tools Foster Business Success
Gone are the days when basic budgeting, forecasting, and planning tools offered everything a business needed to thrive. Facing an increasingly...
2 min read
Personnel Headcount Budget Report for Dynamics 365 Business Central
What is a Personnel Headcount Budget Report ? A Personnel Headcount Budget Report serves as a workforce planning tool utilized by budget managers and...
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...
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...
1 min read
Navigating FP&A Challenges and Trends for Nonprofit CFOs
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Rose Shah: Feb 10, 2023
Introduction: As the Chief Financial Officer (CFO) of a nonprofit organization, financial planning and analysis (FP&A) plays a crucial role in...