ACCPAC KPI Geni Whitehouse, CPA

Where does it fit?  Must have CFO  Pulls data from CFO

ACCPAC KPI Three different report types:

Variance Report Compare 2 sets of 2 models at a time:

Variance By % or Dollars

Compare Models – Up to 20 Compute average, total or annual amount:

Compare Models

Annual Model  Tools create annual model menu item This feature will create an annual model from a series of shorter time period CFO (e.g., 4 Quarters)  CFO files must be selected in the correct order: Adds Income Statement for all Selected Models Uses the Balance Sheet from the last column Uses the Opening Balance Sheet from the first column

User Tips  Right click on any cell and select Insert Memo to add a note  A red triangle on the top right hand corner indicates the presence of a note  Right click on cell with a red triangle and select Edit Memo to view a note  Change the name of any model heading by double clicking on the column heading and inputting the required name

Compare Years – Up to 20

Projections

Export Files  To Excel  To CFO format Use to create a benchmark file  To PDF file  To HTML format

Create a Custom Variable

Template or Custom  Template if you want to use this variable in other models  Custom if you only want to use this variable in this KPI model

Create the Variable

Create the Formula

Build the Equation

Demo Tips- when do I show?  Can I get a report ? Business Advisor  What about benchmarks? KPI  But I need to see more than two periods. KPI  Can I create my own formulas in CFO? KPI

Thank You!