Comparison between Business Plan and Performance Data: Detailed Procedure
This procedure allows you to quickly and easily compare the data of the Business Plan (or Forecast) with the trend data (Actual). Advanced users can complete the process in a few minutes. If you have any difficulties, do not hesitate to ask for assistance.
Develop monthly business plan
Go to the bottom of the Profit and Loss Statement (P&L) and Balance Sheet (B&L) tables for view cumulative data
Download the CE and SP prospectuses in Excel format.
Create a new analysis via L2 using excel data.
When processing the L2 model, take into account what is indicated in the procedure: Load Business Plan data into Historical Analysis
After the reclassified upload the source (data uploaded via L2) on the management schemes
Use the Benchmark menu to compare historical data with that of the Business Plan
To compare specific years you can use the following function “
Post your feedback on this topic.