Generating The Analyst™ in PDF or Excel Format

The Analyst™ is a dynamic budget-to-actual variance feature for each line item in the P&L. In Excel, it can be color coded with ease, giving you easy-to-read insights on what is happening compared to what was planned.

The budget is one of the baselines that we use for all the risk analytics such as our 3-way cash flow forecast, scenario building application, and tracking real-time performance. This makes the Analyst™ extremely valuable as it gives an in-depth look at the variance from the budget.

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By downloading either the PDF or Excel version of the Analyst™, you can bring it to your next meeting in-person or share the file with them for virtual meetings. The Excel version allows you to customize the report more, while the PDF version allows for any notes to be added in easily. 

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To generate either an Excel or PDF version of the Analyst™, simply click on the printer icon when viewing the Analyst™ in ProfitSee under the Financials tab. 

 

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PDF version of the Analyst™

1. If you've chosen to generate a PDF report, you will then be able to preview the report and add in notes, send it as an email, or download it for your next meeting. 

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2. The PDF version lists the line items on the left in one column, the actual values for the period selected in another, next to this is the budgeted values for the same period, and finally there is a column on the right displaying the variance. 

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Excel Version of the Analyst™

1. If you've chosen to generate an Excel report, the file will automatically begin downloading to your device and open as soon as it is available. The report you get is a P&L report. Here you are also able to see two graphs, one showing MTD actuals-to-budget comparison and the other showing YTD actuals-to-budget comparison. 

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2. You'll notice neither the PDF nor Excel version have color-coded cells in the report. One nice feature of the Excel version, is that you can easily color the cells that you want to highlight for good/bad performance.

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3. If you would like to see a report in Excel format that lists the MTD actuals-to-budget variance, as well as the actuals and budgeted values in separate columns side-by-side for easier comparison, go to the Reports tab, choose Excel Report and create an Excel with the report called “Analyst”. 

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Thanks for reading! If you have any questions or would like a more in-depth demonstration on how these reports can be generated please contact your account manager, or reach out to us at support@myprofitsee.com