Modern Finance
The 7 Main Reports FP&A Teams Are Responsible For (With Templates)
Discover the seven essential types of FP&A reports to include in your reporting processes and find templates to help you get started.
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What are your FP&A department's goals right now?
Is it planning your headcount better? Or modelling your scenarios to prepare for uncertainty? What about transitioning to rolling 12-month forecasts?
To help you and your team, we have free Excel templates that feature visual trendlines and colour-coded percentages--for all of the goals above and more. All you need to get started is a copy of Microsoft Excel.
Try Vena's top five downloaded free Excel templates for businesses and FP&A leaders:
Calculate and visualise your variances across your timeframes and individual accounts with this Budget vs. Actual Report Template.
Input your monthly actual and plan data for every account--from revenue to gross margin to expenses, etc.--to automate your variance analysis.
Improve your OpEx planning by leveraging multiple planning methods with this 12-Month Rolling Forecast Template.
Plan dynamically and flexibly with real-time user inputs to forecast your salaries, amortization and depreciation, general operating expenses and more.
Move your team from different spreadsheets to the same page with all revenue data in one place.
Model different monthly scenarios and immediately visualise your variances between forecasted inputs and scenario models to see percentage and dollar variance with this What-If Scenario Analysis Template.
Leverage driver-based modelling for percentage increase, proportional spread and even spread to quickly create new monthly forecasting scenarios.
Visualise, manage and track all your detailed labor expenses--with a drill-down to the individual employee level--by type and month with this Workforce Planning Dashboard Template.
Forecast and report employee transfers and cost allocations across current and planned years.
Get a complete picture by visualizing all your financial, operational, people and customer KPIs in one place with this Executive Dashboard Template.
Track and monitor the budgets, actuals and forecast for gross margin, net income, OpEx, headcount, revenue per full-time employee, pipeline opportunities, customer acquisition cost, customer satisfaction score and more.
