REPORT READING GUIDE
Reading guides for the FP&A reports
Each guide shows the real workbook, figures from the sample file, a reading order, the core formulas, the points most often misread, and what to check once you see them.
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01 / Executive Review
How did the business perform, and what needs attention first?
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02 / P&L · Budget vs Actual
Is the profit gap coming from sales, cost of goods, or operating expenses?
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03 / Sales & Gross Margin
Which products sell well, and which contribute the most gross profit?
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04 / OPEX & Workforce
Is spending changing because of staffing, cost per person or activity levels?
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05 / Forecast & Outlook
If the plan changes, what happens to profit, cash and inventory?
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06 / Cash, Balance Sheet & Inventory
Why does cash move differently from profit?
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07 / CAPEX & Depreciation
When will an asset purchase affect cash and profit?
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Download the workbooks for reports 01 and 02
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