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
