From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis

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Developing the full FP&A project and process roadmap

Developing the full FP&A project and process roadmap

From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis

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Developing the full FP&A project and process roadmap

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- [Instructor] Now that we've designed the framework of the process roadmap, it's time to take it to the next level, developing it so that it is fully positioned for practical FP&A use. Let's go over here to the financial statements. On this worksheet, you're going to see that I have three statements, the Income Statement, the Balance Sheet, and the Cash Flow Statement. Now, this is only for the years 2014, '15, and '16, but in FP&A, we're likely going to want to go to '17, '18, '19, and beyond. You're also going to note that for each one of these individual line items, these are likely going to be driven and supported by supporting schedules. If I take a look at my revenue forecast, you're going to see here, I have $914,000, $917,000, $952,000. On my revenue forecast, I have $914,000, $917,000, $952,000. So my financial statements are being driven by the supporting schedule, but the supporting schedule is further broken down by business customers and individual customers. All of this…

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